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Financial Planning

Roth vs Traditional Contributions

What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when...
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Get Your Tax Refund Working 24/7

Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift...
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Preparing Financially for Parenthood

When a couple decides to start a family, there are a lot of things to prepare for. In addition to painting the...
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What Your Last Tax Return Can Tell You About Your Finances

Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers...
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Financial Strategies for the New Year

For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the...
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4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...
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Tax Advantages of a Health Savings Account

A Health Savings Account (HSA) offers three major tax benefits — tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses...
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The Power of Financial Literacy in Building Wealth

Understanding how to manage money is a skill that shapes the trajectory of a person’s life, influencing the choices they make today...
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From Participation to Prosperity: How Education and Trust Turn 401(k) Plans into Long-term Success Stories

A strong 401(k) plan does more than help employees save for retirement. It builds trust, encourages engagement, and supports confident financial decisions...
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The Power of a Resilient Financial Plan

Staying Focused on the Long Term, No Matter What the Markets Bring Economic uncertainty is nothing new. Markets shift in response to...
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