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United Airlines Employee Benefits: Retirement Health Account Working as a United Airline Employee has more benefits than just a 401(k) plan or free flights. United provides a Retirement Health Account that gives you another…
Titling, wills and trusts A will helps determine what happens to your assets after you die. In fact, it may be one of the most important documents you have in your lifetime. However, there…
Roth 401k or Traditional 401k? The 401k plan is the cornerstone of retirement. Gone are the days of big company and school district annual pensions and generous social security benefits. It’s now up to…
MONEY SAVINGS SECRETS: AMAZON PRIME Do you love saving money? Do you love Amazon? If you are anything like 50% of the U.S. population, we are guessing you do! A recent statistic showed that…
Questions to ask before making any financial decision Whether it is hiring a financial advisor, picking a mutual fund, or refinancing your mortgage it is a good idea to ask a lot of…
10 Books for a Better Money Mindset The list of personal finance and investing books is pretty extensive. This is not that list. While those books can be helpful, many get very technical, and…
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Recent Posts
What Retiring Soon Means for Your Investment Strategy If you are retiring soon, you are standing at the threshold of one of life’s biggest transitions. Retirement changes more than just your daily routine. It…
RMDs tend to show up quietly on the retirement timeline, and then suddenly they feel very loud. One year you are simply managing your investments. The next, the IRS is telling you that money…
