As an Employer, Do I Need to Offer a Retirement Plan?
At the time of this writing, there are only ten states that require employers to offer a retirement plan to their employees; of those states,…
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Should You Always Max Out Contributions to Your 401(k)?
With 1 in 5 Americans having no retirement savings at all and 1 in 3 having less than $5000, it is no wonder that the…
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Financial Wellness
Being “financially well” means that you are able to manage day-to-day expenses, save for long-term goals, and feel financially comfortable along the way. When you…
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Do I Need a Wealth Manager?
If you have done any investigating in the realm of services offered by top-tier financial advisors, then you are most likely familiar with the term…
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What it Means to Have a Financial War Chest
We normally don’t think of our savings account as a war chest, but as you approach retirement it might be a good idea to put…
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Saving for your Children or Grandchildren’s Education
With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable task. If you are feeling this…