Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.
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- 401(k) Basics
- Changing Your Contribution Amount
- Changing Your Investments
- Contributing to Your 401(k)
- Contribution Limits
- Enrolling in the 401(k) Plan
- Fund Menu
- How To Change Your Target Model Allocation (Ascensus)
- Investing in Your 401(k)
- Loans, Hardship Withdrawals
- Logging onto Ascensus
- Periodic Table of Fiduciary Practices
- Principles for Investing (short)
- Principles for Investing (long)
- Rebalancing How and Why (Ascensus)
- Retirement Plan Calculator (Ascensus)
- Risk Tolerance Survey
- Rollovers
- Roth 401(k)s
- Target Allocation (Model) Portfolios
- What Rate of Return Should I Expect?
The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money.
When is the last time you checked the beneficiaries of your 401(k) account?
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Watch out What You Wish For
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.
This video briefly walks through the basics of what GDP is and how it is calculated.
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This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.
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What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both.
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018."
This month's Planet Money podcast: The Cost of Life in America.
The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.
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Market Comment: Looking forward and backward.
I've always found this chart book to be very helpful.
Have you been meaning to enroll your company's 401(k) but keep putting it off?
An Interview with Morningstar’s Christine Benzand Jeremy Glaser.
Looking to increase your financial fitness in 2018?
The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.
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