Retirement readiness
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The investment basics of asset allocation vs. diversification
Investing in the stock market may seem intimidating, with all its special terms and concepts. As with anything, once you learn the basics, it can feel less intimidating and more doable. To understand the difference between asset allocation and diversification—and how to use them—we’ll start with the basics of assets, risk, and diversification. Then we’ll explain these critical building blocks to help you feel more comfortable with investing.
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Four key questions about opening an IRA
IRAs can play an important role in your retirement savings strategy. Here are four questions about opening an IRA.
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Six tips for keeping your finances on track
Your body needs routine care to stay in top form. So do your finances. From budgeting to retirement saving, here are six areas to include in your financial assessment and details on what to look for.
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What else can 529 funds be used for, if not college?
529 plan funds can be used to pay for qualified education expenses, not just college. A good understanding of what qualified education expenses entail can help maximize the use of your funds. Let’s look into other ways you can use your 529 funds.
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Financial planning for retirement: a road map for your goals
Find out how using the seven principles of financial planning can help you better plan and save for your retirement.
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What’s the stock market and why is it important?
Investments and the stock market may use words you’re not used to, but with a little time, we can help you get to know the basics, starting with how the stock market works.
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Five ways to make the most of your rollover IRA
Moving your money from an old workplace plan to a rollover IRA can make your retirement savings easier to manage and help you preserve important tax advantages. But once you know your way around your new account, there could be even more potential benefits in store.
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Five questions to help decide which IRA is right for you
Thinking about including an IRA in your retirement plan? Here are five question to help decide which IRA is right for you.
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Why life insurance can be an important part of your estate plan
Because life insurance is such an important part of estate planning, we'll help you understand the importance of having a policy and outline how to choose a policy, when to consider purchasing, and the part it could play in your overall estate plan.
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Things to consider if your federal student loan is being reactivated
The suspension of federal student loan payments was a welcome financial boost for many Americans. But now that repayment is being reactivated, there are steps borrowers need to take. Here are some suggestions and links to helpful resources.
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