• Building a profitable retirement practice amidst fee compression

    Developing a sustainable, thriving advisory business in the retirement industry, where fee compression is rampant, can be a daunting challenge. View it as an opportunity to reevaluate and retool your practice to help you be profitable and prosper through all market conditions.

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  • How does investing work? The basics

    You’d like to start investing, but you’re not quite sure how to get started. The basic concepts are simple once you break them down despite the fancy terms. Let’s go through some of the essentials so you can feel better about getting started.

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  • Renting versus buying a home

    Is it better to rent or buy a home? The short answer is “it depends.” Here are some key financial, economic, and lifestyle considerations that can help you decide which option is best for you.

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  • Early decision: four considerations before your child applies to college

    Think of early decision as potentially being in the VIP line for college admissions. While most admissions applications are due in January, early decision allows students to apply to their first-choice school by early November. If accepted, the student must withdraw any regular admissions applications and must attend the college.

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  • Three strategies for managing your debt

    Most people have debt of some kind—a mortgage, student loan, or credit card balance. Learning the difference between good and bad debt and how you can manage them can help you reduce your stress and improve your credit score.

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  • How to get your retirement savings on track

    Are you wondering if you should start putting money aside for retirement or if you’re saving enough? It's never too soon to start planning for your retirement. Here are some benefits of saving for retirement and strategies to help keep you on track.

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  • Not what we expected—a chance to help reduce financial stress

    As we start the new year, I can’t help but think that 2021 wasn’t what we expected—and I have to wonder what 2022 has in store for us. We recently took a look at stress, finances, and well-being in our eighth annual survey, and it seems that our retirement plan participants are feeling the same way: The pandemic has had a complicated effect on American workers and their finances. But one finding is loud and clear—people want help making financial decisions, and they want help from their employers, financial professionals, and their retirement plan providers.

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  • Three reasons to brush up on 401(k) payroll integration

    Every single benefit a 401(k) plan delivers—including retirement readiness—starts with successful payroll integration. Here are three reasons to brush up on this important plan feature.

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  • Not ready to quit? Try partial retirement

    You’ve worked a long career and you’re getting close to retirement—or maybe you’re already there. If you’re not ready to stop working , you may want to consider a partial retirement to remain involved at work or break out and learn something new while you stay social and make some money.

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  • What you should know before taking Social Security

    If you’re getting close to retirement, you’re probably thinking about when you should start your Social Security payments. Determining when affects your monthly income for the rest of your life. Learn what you need to know before you apply for Social Security benefits.

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