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Can I Roll Over My 401(k) to a Roth IRA While Still Employed?

A 401(k) rollover is a common choice made by several employees each year. Many people prefer transferring their 401(k) to a new job. In this case,...

How To Profit From Inflation

Inflation is often viewed negatively, as it can negate the value of your savings over time by reducing the purchasing power of your money. Inflation...

How to Budget Using the 50-30-20 Rule

According to a media report, nearly 46% of American cardholders carry their debt from one month to the next. As per the Federal Reserve Bank...

Financial Challenges and Needs of the Mass Affluent Client

According to a recent survey, there are roughly 32.3 million mass affluent individuals in the United States. These people contribute to 26% of the 123...

5 Tips to Protect your 401(k) From A Future Stock Market Crash

A stock market crash is defined as a sudden dramatic decline in stock prices across the market. The U.S. documented stock market crashes as early...

How Value Investing Works and How to Start It

Investing is key to wealth creation and effective management of personal finances. It goes beyond just saving money. Through investing, your money can compound over...

How to Handle a Large Inheritance

Inheriting a large sum of money or assets can be a life-changing event. While it can bring financial security and opportunities, it can also be...

How to Invest $200k for Passive Income

Investing a large sum of money, like $200,000, can be exciting and intimidating. The good news is that, with careful planning and a strategic approach,...

What to do if you made excess Roth IRA contributions

Retirement planning involves setting financial goals and creating a strategy to achieve them in order to ensure a secure and comfortable future. There are a...

Portfolio Asset Allocation Models by Age

Asset allocation is an investment strategy where you divide your investment portfolio into different asset classes – such as stocks, bonds, cash and real estate...

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