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Few employers still offer pension benefits, but many have company-sponsored retirement plans, like a 401(k) or 403(b). Employers concerned about losing top talent might consider generous matching contributions to the company-sponsored plan as a retention tool.
Transform fleeting resolutions into lasting financial habits with SMART goals, realistic budgets, and accountability for less stress and a secure future.
The new year is a good time to recommit to healthy eating and drinking. Good food choices can maintain health and energy levels, potentially avoiding costly consequences down the road. Financial budgeting and planning principles can also apply to eating and drinking.
The beginning of a new year is the perfect time to revisit financial goals and strategies. Taking a few steps now can save time later and set you up for success in the future. This article shares five planning strategies, from budgeting to investing, that can make a difference.
Instead of being tossed about by constant worry over your finances, keeping track of your finances with money management disciplines can help you focus on the important issues that affect your entire financial picture. Taking charge of your money can give you peace of mind and potentially free you to enjoy your life and prepare for your future.
Make sure your estate plan reflects your wishes and provides you with protection! Did you know there is more than one kind of trust? There are joint and individual trusts covering a variety of unique circumstances. Do you know which is right for you? This article can help point you in the right direction.
Charitable giving should be integrated into overall wealth management, with careful planning and an advanced strategy to make a more meaningful impact. There are also unique opportunities for high-net-worth individuals to maximize the impact of their contributions through these four popular strategies.
The financial market is constantly moving all the time and your investments should evolve with the changes. By reviewing and rebalancing regularly, at least annually, you can help ensure your investments are allocated in a way that is consistent with your risk tolerance. Here are 4 steps to consider.
We take a look at past Fed rate cuts and how they did or did not drift higher a month later, combined with the average 12 months returns following. Also included is a chart of the ”Turkey to Tax” seasonal return period, how growth has outpaced value in a big way, U.S. stock performance across the election cycle, and more.
Trying to ignore our emotions and make cold and calculating decisions is fear-based behavior. Pursuing happiness doesn’t seem to be enough to make wise financial decisions. A mindset of gratitude has recently been shown to give people the patience to handle money better.
