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How to Apply an Asset Allocation to Multiple Investment Accounts
Whether you’re managing your own investments or working with a financial advisor, setting the right asset allocation is key. But what’s the best way to
Bond Basics: How Bonds Work and the Benefits of Investing in Bonds
How do bonds work and why buy them in your investment accounts? There are several benefits of investing in bonds. Most notably, bonds provide investors
Are You Saving Too Much For Your Kids’ College?
With the average cost of college nearing $33,000 per year, few parents have concerns about saving too much for their kids’ college. But that doesn’t
Stocks vs. Bonds: Differences in Risk and Return Make a Case for Both
Stocks and bonds differ in many aspects, including the risk and return investors can expect. Because of these differences, stocks and bonds accomplish different things
Manage Your Money Better By Focusing on What You Can Control
Focusing on what you can control is one of the best ways to manage your money. Investors often fail to recognize the aspects of their
How Do Interest Rates Affect Bonds? Relationship Between Rates, Bond Prices and Yields
One of the most important things to know about bonds is how changes in interest rates affect bond prices, and therefore yields (unless held to
5 Financial Tasks to Prioritize in the New Year
There’s no better time than the present to get your finances ready for a new year. Unfortunately, for many busy professionals, there just isn’t enough
If You Inherited A 401(k) From A Parent, Here’s When You Need To Take The Money—And When You Should
As part of the Secure Act, most adults who inherit a 401(k) from a parent must take the money in 10 years. Depending on your
How Couples Can Save For Retirement When One Spouse Stays Home
How should married couples save for retirement with only one income? Saving for two when one spouse is the primary breadwinner or a stay-at-home parent
Inherited a 401(k) From a Parent? Tax Planning for Distributions
If you’ve inherited a 401(k) from a parent, you likely have questions about your options for the account and the tax impact. Luckily, non-spouse beneficiaries
How Much Money Do You Need to Retire Comfortably At 60?
How much money do you need to retire at 60? That depends entirely on how much you plan to spend in retirement. Absent a large
Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that
New IRS Contribution Limits for 2021
The IRS has released the 2021 contribution limits for retirement plans and other cost-of-living adjustments.
Roth 401(k) vs Traditional 401(k): Investing Pre-Tax or After-Tax
Which is better, a Roth or traditional 401(k)? The central difference between a Roth 401(k) and traditional 401(k) is the tax treatment of your contributions.
How to Find a Fee-Only Financial Advisor
When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Is maxing out your 401(k) enough? When saving for retirement, you’ll want to find out what level of income your current contributions could provide down
What Happens to Stock Options When a Public Company Goes Private?
With so much emphasis on IPOs, investors are sometimes surprised when publicly traded companies decide to go private. There are many reasons a company may
What is a Brokerage Account? Reasons to Use a Brokerage Account
What is a brokerage account? A brokerage account is a non-retirement investment account. Essentially, a brokerage account is the opposite of a retirement account like