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      1,468 results found

      1. Debunking The Myths About Self-Directed IRAs
        Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
      2. A Big Change Is Coming to 401(k)s in 2025. Here's What You Need to Know.
        Maximum allowable 401(k) contributions are going up in 2025. Here's how that will help you build wealth for the future
      3. Get a Money Market or CD: how to decide
        Certificate of Deposit (CD) or a money market account. Understanding the purpose of your savings will guide you to the right option, each account type offers distinct benefits tailored to different needs.
      4. Have You Joined the “Great
        Have You Joined the “Great Resignation?” What to Do With Your 401(k)Workers everywhere have been fleeing their jobs in droves. If you’ve joined the
      5. 5 Things You Need to Know About Health Savings Accounts
        With healthcare growing more expensive by the minute, many working Americans and retirees alike are grappling with costly medical bills.
      6. When Choosing Joint Or Separate Bank Accounts, Here Are Some Key Considerations
        Financial management is one of marriage’s most critical yet tricky parts. How you and your spouse handle money can significantly affect how you get along.
      7. 3 Steps to Choosing a Health Insurance Plan for 2024
        Health insurance is one of those things you should really never go without. All it takes is a single emergency room trip
      8. What New Grads Should Know About Money
        One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
      9. How to Build a $2,500 Emergency Fund by 2025
        Having money set aside for emergencies can give you peace of mind. Follow these steps to build a $2,500 emergency fund in just a few months
      10. 4 ways to hit your family savings goals in 2025
        There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year