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Celebrating Over 21 Years of Excellent Service

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Should I Max Out My Roth IRA?

Should I Max Out My Roth IRA?

Saving for retirement is critical, and increasing your retirement contributions can greatly improve your financial situation. However, a question that might often pop up in your head is, “Should I max out my Roth IRA?” By contributing the maximum amount to a Roth IRA,...

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401k Investment Advice – Tips to Follow & Mistakes To Avoid

401k Investment Advice – Tips to Follow & Mistakes To Avoid

Investing in a 401(k) is a cornerstone of retirement planning, offering tax benefits and the potential for long-term growth. Here’s a clear, actionable introduction to help you make the most of your 401(k) and avoid common pitfalls: Key Advice for 401(k) Investments...

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How Many IRAs Can You Have?

How Many IRAs Can You Have?

Can I Have More Than One IRAs? You can have multiple Individual Retirement Accounts (IRAs). The IRS doesn't limit the number of IRAs a person can own. However, the annual contribution limit applies to your total contributions across all IRAs, not each individual...

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What is Deferred Compensation Plan & How It Works

What is Deferred Compensation Plan & How It Works

What is Deferred Compensation? A deferred compensation plan is like a paycheck savings account (It is a portion of an employee's pay that is set aside to be reimbursed at a later period.) Instead of getting part of your pay now, you agree to receive it later, usually...

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15-Year vs. 30-Year Mortgage: The Better Choice?

15-Year vs. 30-Year Mortgage: The Better Choice?

Owning a home or property is one of the biggest dreams of most people. To make this dream come true, most people need to take a mortgage. Many types of mortgages are available, and the repayment tenure is also different, depending on your preferences and goals. A 15...

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403(b) vs. Roth IRA: What’s the Difference?

403(b) vs. Roth IRA: What’s the Difference?

Retirement planning is important, and it should be done strategically so that when you finally get free from years of hard work, you have a nice, comfortable fund waiting for you. As crucial as retirement planning is, it can become overwhelming, too, especially with...

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Elective Deferrals: Definition, Benefits & How They Work

Elective Deferrals: Definition, Benefits & How They Work

Planning for retirement begins much before retirement age, and an intelligent person will start saving and contributing to their retirement plan as soon as they start earning. Saving a portion of income/salary for the future ensures a safe and secure life...

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