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1
All You Need To Know About 401(K) When Switching Jobs
2
Should You Rent or Buy a Home?
3
Give a Graduate the Gift of Financial Planning
4
7 Considerations for a Successful Retirement
5
Social Security: Don’t Make These Three Mistakes

All You Need To Know About 401(K) When Switching Jobs

Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your list.

Here are few tips to consider when starting a new job and a new 401(k).

1. Make more contributions if you have a bigger paycheck. When you get a raise, it is a good idea to increase the amount you contribute to your 401(k). You didn’t have this money in your pocket, so you

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Should You Rent or Buy a Home?

Owning a home is a quintessential part of the American Dream. It’s what you do once you secure a stable career, get married, and settle down.

Right?

That might have been something that felt written in stone in the past. In our culture, homeownership became one of the boxes you felt obligated to check on the “should do” list.

You should go to college and earn your degree to get a better job. You should get married to the right person before settling down and having kids. And you should buy a home as soon as you can afford to

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Give a Graduate the Gift of Financial Planning

The 4 best financial gifts to give a college graduate (other than money)” is aimed at people who want to give a useful gift to a college graduate but you may want to also think about giving a gift that helps with financial planning to any high school graduates in your life as well.

Saving and Investing: The article offers two suggestions—either that you give a monetary gift with the stipulation that a graduate has to invest that money or you take the step of opening an account at a brokerage for the graduate and offer seed money …

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7 Considerations for a Successful Retirement

When planning for retirement, thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. Here are 7 retirement considerations that every investor should think about:

1. Understanding Social Security

The goal of Social Security is not to get the most you can from the government in your lifetime. It is to optimize the amount you receive per month when you finally retire.

The earliest age you can start Social Security is 62. If you retire at 55 or 60, then you might want to …

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Social Security: Don’t Make These Three Mistakes

By Eve Kaplan, Certified Financial Planner ™

Social Security has been around for decades and it’s not about to disappear. Why? Social Security is not an “entitlement” (gift) – it’s a forced savings scheme that Americans pay into in their working years in order to secure a pension for life. Ideally, Social Security shouldn’t be your sole source of income in retirement but even comfortable retirees know Social Security is an important asset. Planning when and how to start Social Security benefits may seem deceptively easy but there are hundreds of options  – especially if you’re divorced or widowed. Most …

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