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What To Do With Your Old 401(k) Thumbnail

What To Do With Your Old 401(k)

If you have left an employer or changed jobs over the years, you may have a 401(k) (or several) that you’re not quite sure what to do with. In this post we will review your options and the pros and cons of each. Although the focus of this post is 401(k) accounts, this applies equally to other work-sponsored plans, like 403(b) and 457 accounts.

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Active vs. Passive Investing Thumbnail

Active vs. Passive Investing

The debate of active investing vs. passive investing debate has raged on since Vanguard introduced its first index fund in 1975. In this post, we will review the key distinction between active and passive investing, delve deeper into each approach, and review the record of these strategies.

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Creating Your Net Worth Statement Thumbnail

Creating Your Net Worth Statement

A Net Worth Statement is one of two key financial statements, along with your budget, for your household. With these two financial documents, you can make highly informed decisions and truly understand where you are and where you are headed.

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Creating Your Budget Thumbnail

Creating Your Budget

A budget is one of two critical personal financial statements for your household (the other being your net worth statement). Creating your budget allows you to see where your money is going and be more intentional in your spending and saving.

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