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MONEY HACKS: The Best & Worst Financial Advice You’ve Ever Heard
Alex Assaley, AIF®February 4, 2025
We all get financial advice, whether we ask for it or not. Friends, family, random posts on the internet… some of it’s solid, and some of it? Not so much.
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Five Ways to Optimize Your Employer’s Retirement Plan
Alp Atabek, AIF®February 4, 2025
With traditional pension plans becoming less common, the 401(k) remains one of the most accessible ways to save for retirement. Think about it—your contributions are deducted from your paycheck automatically, making saving effortless! Because of this, your 401(k) is most likely your biggest source of retirement savings; yet, over half of Americans don’t understand exactly how 401(k) plans work. Our goal is to change that. Here are five pieces of advice to consider when it comes to maximizing the benefits of your company’s retirement plan.
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How to Be Successful in the 4 Most Important Stages of Your Money Life
Are you thinking about your financial future? Whether you’re just starting your career or looking forward to retirement, taking steps to secure your financial life is always important. But how do you know what steps to take and when?
Everyone’s money journey looks different, and the financial moves that make sense in your 20s won’t be the same ones you’ll need in your 40s or 60s. This article walks you through common life stages, from early adulthood through retirement, and shows you how to build a strong financial foundation—no matter where you are.
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MONEY HACKS: Investment Strategies for Market Volatility
As summer wraps up and the back-to-school season begins, many investors are feeling the impact of recent market volatility. Whether you're managing a 401(k), IRA, or a brokerage account, understanding how to navigate these fluctuations is necessary for maintaining a healthy investment strategy.