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E.g., 10/22/2021
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  | Retirement

Traditional IRA vs. Roth IRA vs. 401k

A key component in this plan is having the money to live an enjoyable life. But picking the right retirement plan can be confusing. In this post, we aim to simplify things and help you make a more informed choice.
  | Spending & Budgeting

How to choose the best mortgage

Unless you can buy a house entirely in cash, finding the right house is only half the battle. The other half is choosing the best type of mortgage. Since you'll likely be paying back your mortgage over a long period of time, it's important to find a loan that meets your needs and your budget. When you borrow money from a lender, you're making a legal agreement to repay that loan over a set amount of time – with interest.
If there’s one thing we know about baby boomers—the generation born between 1946 and 1964—it’s that they like to change things up. Now that they’re entering their golden years, boomers are skipping the “early bird special” and doing retirement their way. Here are 7 trends to watch.
According to the 2020 Insurance Barometer study, interest in life insurance is at an all-time high.¹ With COVID-19 a likely motivator, employees are looking for more information on how to get life insurance through their employer as part of their benefits package.
  | Investing

4 ways to cut your 2017 taxes

Tax reform may be looming on the horizon, but it's not likely to take effect until the 2018 tax year at the soonest.

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