Retirement readiness
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How to find the right budget plan
Following a budget plan can help you take control and meet your financial obligations, as well as figure out how to save. Here are five budget options for you to consider.
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Eight financial tips for your 50s
50 is the new 40, right? Absolutely! And after you turn 50, you want to be sure your finances are aging as well as you are and getting you ready for retirement. Whether you’re a little behind in your savings or ready to retire early, there are a few financial to do’s you should be aware of in your 50s.
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Three considerations when choosing your retirement account
You know you should be saving for retirement, but how are you supposed to know which type of account is right for you? We’ll help you understand your options and how different accounts can help you save for your future.
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403(b) vs. 401(k) vs. 457(b)—what's the difference?
If you’ve changed jobs during your career, chances are you’ve participated in a few employer-sponsored retirement plans. If you have an account with more than one of these plans, it’ll help to know what the differences are and your options for managing them when you leave your employer.
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What’s probate—and how can you make it easier for your loved ones?
What happens to your money and property when you die? That depends on your estate plan and probate court. Learn what probate is and tips to help simplify the process.
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Why the stock market goes up and down and what you can do about it
Stock prices change from day to day, even minute to minute, making it difficult to know exactly what to do and when. We’ll break down some of the mechanics that cause all the changes and help you understand what it could mean for your own investment strategy.
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Six steps to help get your retirement savings on track in your 40s
Now that you’re in your 40s, use this decade to get your finances and retirement on track with these six steps.
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What are 401(k) catch-up contributions—and how can they help boost retirement savings?
In your 50s, you may find yourself falling short of your retirement goals—yet, with more disposable income than you had before. That’s where 401(k) catch-up contributions can come in.
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What the annual 2024 IRS limits mean for your retirement plan
See how much the IRS says you can contribute to retirement plans in 2024.
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Social Security payments increased—why didn’t my check?
Social Security’s annual cost of living adjustment doesn’t necessarily mean your monthly check will increase. Here are four reasons your Social Security payment could be lower than you expected.
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