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Investing In You

  Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…

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Consolidating Your 401(k) Accounts

Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48. Women with the same educational level held nearly the same number of jobs as men despite experiencing more career interruptions due…

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New Job? Don’t Leave Your 401(k) Behind

You’ve just accepted a job at another company and you’re probably focused on the opportunities and challenges ahead. Before you devote all your time and energy on making a positive first impression, find the right place for your 401(k). Fortunately, you have several options. If you have at least $5,000* in your account, you may…

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The Psychology Behind Saving for Retirement

For over thirty years, the retirement savings landscape has shifted from company-financed pension plans to employee-financed retirement plans. The unintended consequence of transferring responsibility to employees is that Americans are now woefully unprepared for retirement. More than one in three Americans don’t have any retirement savings. For women, two-thirds report they have either no savings…

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