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Retirement

BASICS OF INVESTING

What significant change to 529 plans was created by SECURE Act 2.0

Did saving for retirement and a college education just get easier?

 

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BASICS OF INVESTING

Key ages in retirement planning

There are five key milestones in the retirement planning process.

 

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BASICS OF INVESTING

What is sequence of returns risk?

Time is on the side of common stock investors…until they run out of it.  

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BASICS OF INVESTING

The beginners guide to retirement planning

Here’s a lifetime’s worth of things to think about regarding your retirement.

 

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Retirement

Retirement planning options for independent contractors

How to plan a secure financial future even without an employer’s benefit package.

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Retirement

Three easy ways to augment your employer’s retirement account

Company plan, IRA, Roth IRA. Each of these is a great way to save for retirement.  

 

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Retirement

Delaying Social Security – are the additional benefits worth the wait?

Should you take Social Security early or wait for bigger benefits down the road?  

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Retirement

Are 401(k) plans free?

Help participants understand 401(K) plans are not free with our suggested talking points.  

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Retirement

A guide to understanding your 401(k) fee statement

401(k) fee statements can be difficult to understand. Here’s a guide to help make it easier for participants.

 

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BASICS OF INVESTING

Top five most commonly asked 401(k) fee questions

Here’s a guide to help answer the top five most commonly asked questions about 401(k) administration fees.

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Education savings

College savings

What’s the big deal about 529 plans?

The 529 college savings plan is a straightforward way to pay education expenses.

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College savings

Which college savings option is best?

Parents seeking to invest for a child’s college education have several options.

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College savings

Saving for college is like getting a new bike

What will it really take to set aside enough money for your kids’ college educations?

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Basics of investing

Pie chart pieces

Benefits of ETFs

Here are five important benefits offered by Exchange Traded Funds.

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Computer showing charts

What are the different ETF categories?

Have an investment objective? Yeah there's an ETF for that.

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Tablet showing charts

How ETFs might fit into a portoflio

You can use ETFs to build a new portfolio or augment an existing one.

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Man holding phone showing markets

How do I buy / trade an ETF?

Exchange Traded Funds have three distinctive features and many practical uses.

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BASICS OF INVESTING

Little boy with calculator

A beginners guide to investing

Those just starting to invest should plan, understand risk, and have a long-term view.

 

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ETF digital screen

What is the ETF 'create and redeem' process and how does it work?

Why it matters that ETF issuers don't buy shares from selling fundholders.  

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Stock Tickers on screen

What is inflation and should you be concerned about it?

Read this if you’re curious or worried about inflation.  

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Roller Coaster

How to invest in a volatile market

Volatility should be viewed in the context of your long-term financial goals.  

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neon market volatility chart

Investment strategies for uncertain times

Here are a few tips to help manage uncertain times.

 

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Life Saver

The road to financial independence starts by saving for a rainy day

The weird thing about financial independence is how dependent it is on what you do!

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Columns

What are the Differences Between Stocks and Bonds?

What investments produce what types of return why it matters to your financial future. 

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Military financial readiness

ROAD TO VICTORY

The savings deposit program

A program exists to help you save the extra cash you earn while deployed.

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A close up of the Thrift Savings Plan and its funds

A close up of the TSP and its funds to help you make an informed decision.

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Recognizing and avoiding military scams

Things those in uniform can do to prevent being scammed. Here’s a list.

 

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How to secure funding for veteran-owned businesses

Funding options available to help veterans realize their entrepreneurial dreams.

 

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ROAD TO VICTORY

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Every investor, regardless of investment size, is equally important to us and we’re here to guide you every step of the way. Call us today to talk with a live U.S.-based investment specialist and get investment guidance without the wait and at no additional cost you.

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