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Tag: Financial Advisor

The Hidden Pitfalls of Maxing Out Your 401(k): Why It Might Not Be Your Best Move

Posted on June 9, 2023June 9, 2023 by Doreen

In the absence of dwindling pension plans, 401(k) savings plans are generally considered the most favorable retirement option for the average investor.

From Couch Potato to Retirement Hero: 4 Must-know Tips

Posted on June 6, 2023June 6, 2023 by Doreen

Planning for retirement is crucial to ensure financial security and a comfortable lifestyle in your later years. As life expectancy increases and healthcare costs rise, it’s essential to take proactive measures and make informed decisions regarding retirement. What you do today can have lasting consequences on your future.

Do You Know Your Financial Advisor’s Fees And Expenses?

Posted on March 7, 2023March 7, 2023 by Doreen

Understanding how your financial adviser is compensated might be your most significant investment. If you have no idea how much you are paying for your financial advisor’s advice, you are in good company. In 2017, a Harris Poll revealed that over sixty percent of respondents had no clue how much they paid in fees on all their money accounts or how they were assessed.

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