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Financial Planning

I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.

I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss, and others meet their fates over the course of two days.” James Holzhauer’s question: “What is Snatch?” Correct question: “What is Pulp Fiction?” Living in Minnesota, I don’t often read the Chicago Tribune, but the …

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Don’t Miss Your Target

Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not only has the responsibility for saving but also to make sure the assets grow enough to meet an income-funding goal, they are responsible for ongoing investment management too. Efforts from employers, plan providers, and investment management companies have …

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A Common Mistake Of Overachieving 401k Investors

It is common knowledge that your company’s 401k match is free money. Unless you are struggling with high-cost debt, you should strongly consider “maxing out” your company’s match. What is maxing out? If your company matches the first 3% at 100%, then to max out your company’s match you must contribute 3% or more of …

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