401(k) vs Annuity: Which Is Best for Your Retirement?

401(k)s and annuities are two of the most popular vehicles to accumulate assets for retirement. While they share a range of characteristics and features, 401(k)s and annuities function quite differently…

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Beginners Guide to Passive Investing

Investing in the stock market might seem like a complex money-making method, but anyone can reap the benefits of passive investing. Passive investing is a form of long-term investing that…

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Are my Social Security benefits taxable?

As we dive into whether your Social Security benefits will be taxed, bear in mind that it’s at the federal level in which social security income is generally taxable. And…

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How A 401(k) Works

A 401(k) is a type of qualified retirement savings plan where contributions are made by an employee into pre-selected investment funds chosen by their company. Once the employee contributes into…

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7 Questions You Should Ask a Financial Advisor 

There are many kinds of financial advisors, but not all will be right for you. The key to finding your financial advisor is to look for someone that matches your…

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How Do the Top 10 Common Investments Work?

Learning how to invest can be intimidating. You know that making smart investments is key to retiring well and building wealth but where do you begin? What are the essential…

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Saving for Retirement and Your Children’s Education at the Same Time

Achieving your financial goals take patience and time, especially when you have to save for retirement and your children’s education. You want to be able to retire comfortably when you…

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What Is a Fiduciary Financial Advisor and Why Do You Need One?

Understanding the benefits of having a fiduciary advisor Imagine you are about to retire. You have diligently saved for decades, and are finally ready to enjoy your golden years. Then,…

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Why You Should Consider Starting an Emergency Fund

Your emergency fund is your best defense against unexpected events and financial surprises. It can help you avoid taking out costly loans or using credit cards to stay afloat when your income is reduced or on hold. Surprises in life are inevitable but being prepared with an emergency fund is an excellent way to lessen the stress they so often cause.

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What Does an Investment Broker Do?

What is an Investment Broker? Investing is a great tool for wealth creation, but with everything it seems you need to know it can be incredibly overwhelming!  Working with an…

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