Annual Financial To-Do List

Things you can do for your future as the year unfolds.  What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.…

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Your Year-End Financial Checklist 2021

    The end of the year can help remind us of last-minute things we need to address and the goals we want to accomplish. To that end, here are some aspects of your financial life to think about as this year leads into the next.   Keep in mind, this article is for informational…

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Understanding Roth 401(k) Plans

Roth plans are a hybrid offered by employers that combine traditional 401(k) aspects with Roth IRAs.  They are a relatively newer type of plan, created in 2001 to offset some of the economic effects of the recession of the time. Employers since 2006 have been able to amend their Traditional 401(k) plans to let participants…

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