Retirement Planning Questions You Need To Ask
Retirement planning is a process, not an event. Asking yourself these questions will help you stay on track. Now that our taxes…
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Student Loan Debt – 5 Things You Need To Know
Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second…
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401k Plans And How To Use Them
How do 401k plans work? Ignoring articles that claim they’re a scam is the first step. Participating in your company 401k plan…
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Is A 401(k) Loan The Right Move?
A 401(k) is a retirement savings plan that many people rely on for their future. However, there may come a time when…
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Credit Card Debt Hacks: Take Control Of Your Finances Today
Credit Card Debt: The Enemy of Financial Success Credit card debt is the enemy of financial success. Not all debt is created…
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Bond Mutual Funds – What You Need To Know
There is much more to bond mutual funds than meets the eye. Building a diversified mutual fund portfolio will often require the…
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Tax Planning Tips For 2025: Do It Now Or Miss Out
Follow these tax planning tips for 2025 and bring your A game at tax time. Most of us don’t even think about…
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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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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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CalSTRS Won’t Be Enough For Retirement
CalSTRS won’t be enough for your retirement and I know that sounds harsh. While having a pension can bring a sense of…
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How CalSTRS and Social Security Benefits Work Together
Guest post from Devin Carroll at the Social Security Intelligence blog. SPECIAL NOTE: Effective January 5, 2025 the Social Security Fairness Act is…
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Home Ownership – Should I Buy a House or Rent?
At some point, most everyone has asked the question “should I buy house or rent?” Buying a home is often considered a…
