Investments
30 January 20252 min read
Getting Your Financial House in Order: Do I Really Need an Emergency Fund?
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Other
16 January 20252 min read
Getting Your Financial House in Order: Budget and Spending Plans
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Other
6 January 20252 min read
Getting Your Financial House in Order: Taking Inventory
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Investments
30 December 20242 min read
Rollovers from Employer Retirement Savings Plans: Factors to Consider
There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where yourrollover dollars should go if you decide to make a rollover. Always (1) ask about possible surrender charges that may be imposed byyour existing employer plan, or new surrender charges that your IRA or new plan may impose, (2) compare investment fees and expenses charged byyour IRA or new plan (and investment funds) with those charged by your ex…
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Other
6 December 20242 min read
Getting Your Financial House in Order: Examining Your Relationship with Money
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Other
2 December 20242 min read
Staying on Top: 5 Tips for Maintaining a Strong Credit Score
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