Tax-deferred vs Tax-free Investment Accounts
Tax-deferred vs Tax-free is a concept that is key to making good financial planning decisions. Most retirement accounts fall into these two…
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San Juan 403b Plan – A Brief Review
Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are…
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Oracle 401k Plan – A Brief Review
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark….
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David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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Dow 20,000 – What Does This Mean For Your Investments?
The Dow Jones Industrial Average closed at 20,068.51 which is an all time closing high. For those that like round numbers, this…
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Elk Grove 403b Plan – What You Need To Know
Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are…
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Blue Shield 401k Plan – A Brief Review
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark….
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Hewlett Packard 401k Plan – A Brief Review
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark….
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IRA Beneficiary Designations – What You Need To Know
IRA beneficiary designations specify who should receive your retirement account funds if you are to pass away. But there’s much more to…
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Intel 401k Plan – A Brief Review
401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark….
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Individual 401k vs SEP IRA
The Individual 401k vs SEP IRA debate has raged for years. That might be a bit of an exaggeration but it’s still a…
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5 Misconceptions Putting Your Finances At Risk
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…
