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Let’s Celebrate National 401(k) Day September 8, 2023 - How to Get More From Your 401(k)

Let’s Celebrate National 401(k) Day September 8, 2023 - How to Get More From Your 401(k)

Do we actually need a National 401(k) Day? Actually, it might be more necessary than you think.

New Tax Law Lets You Move 529 Funds to Roth IRA: How Retirees Benefit

Starting in 2024, there will be a major change to 529 plans that allow for a new transfer option to Roth IRAs. The new provision is part of the SECURE...

Why Being Loyal to One Bank Could Cost You in 2023

Interest rates have been on everyone’s minds this year—but do you know how much you’re earning on your cash savings? If not, you might want to sit dow...

Is It Too Late to Make Money With I Bonds?

I bonds were a popular option in 2022. With a combination of government-backed security and high-interest rates linked to inflation, their yield peake...

The Art of Putting Underperforming Assets to Work

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

Dollar Cost Averaging and More – 4 Reasons to Keep Investing in a Bear Market

Stock market dips and economic downturns are valid reasons to feel nervous about investing. You may be tempted to sell and sit out the market in times...

Investing and the Future of Crypto - Another Asset Class or Another Big Risk?

Cryptocurrency has been making headlines lately, but the news hasn’t been good. In the last month, Coinbase announced it was laying off 18% of its wor...

Retirement Planning Questions to Ask Yourself This New Year’s

Have the repercussions of the pandemic impacted your retirement plans? Like it or not, COVID-19 has affected us all, be it financially, socially, emot...

Sports Betting is Legal in Colorado - Should You Wager Your Retirement Savings?

As you may have heard, sports betting is legal in Colorado. As of May 1, 2020, individuals over 21 years old can place bets with state-licensed and au...

7 Timeless Investment Tips for Financial Planning Month

October is National Financial Planning Month, and it’s the perfect time to check in on your savings and investments. The occasion might remind you to ...

10 Reasons to Rollover Your 401(k) into an IRA

Many people gloss over the question of what to do with an old retirement plan - chances are, you’re changing jobs and busy signing the employment cont...

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