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Each of us is faced with choices throughout our lives that have significant financial implications. How we navigate decisions such as which college to attend, whether or not to contribute to a 401(k), or the purchase of a home or new car, can impact our financial future.
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
Can you believe over 52 million Americans have over 4 trillion dollars invested in 401(k) accounts? While most understand the mechanics behind the 401(k) – allowing workers to save and invest a portion of their paycheck before taxes are taken out – many are not aware that there are things to think about regarding maximizing your account’s financial security.

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