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October 31, 2018

Happy Halloween!

By Alex LaRosa

Today is Halloween, but there is more to fear than monsters and ghosts. Here are three scary retirement numbers from The Motley Fool that are keeping Americans awake at night.

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May 01, 2018

How Much Should You Contribute to a 401(k)?

By James Behr Jr

The change in employer sponsored retirement plans from defined benefit plans (pensions) to defined contribution plans (401ks) has left many Americans in charge of saving and investing for their own retirement. This is a notable change from when[...]

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April 24, 2018

Are You Investing For Retirement?

By James Behr Jr

Are you investing for retirement? It's a scary thought for most Americans these days. One-third of Americans report they have no retirement savings, and 23% have less than $10,000 saved. This lack of savings indicates that just getting started on[...]

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October 26, 2017

Are You Being Treated Fairly? Probably Not!

By Scott Miller, Jr.

Finding a trusted advisor to partner with in managing your savings can be a daunting task, there are several attributes of that advisor and your relationship that should be taken into consideration. One of the most frustrating aspects of the search[...]

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October 11, 2016

Will Millennials Be Ready for Retirement?

By James Behr Jr

Most millennials, people aged 18 to 34, are unprepared and under educated on the importance of saving for retirement. A survey found that 40% of millennials do not have a retirement savings account, and nearly 75% do not know their own net worth.[...]

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August 30, 2016

Is an In Service Distribution Right for You?

By James Behr Jr

We have long understood that the investment choices inside of 401(k) plans certainly have a lot of room for improvement. The fees are high, investment choices are slim, and the options for how and when to invest are limited. For those who are[...]

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May 12, 2016

Now that you have changed jobs, what do you do with your old 401(k)?

By James Behr Jr

Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run.

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December 11, 2015

IRA vs 401(k)

By James Behr Jr
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