Author: Rebecca Lake

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Seniors, these 12 retirement mistakes could cost you big

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Part of planning for a secure future is knowing what retirement mistakes to avoid that could potentially cost you money. Some retirement planning mistakes are obvious; …

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5 moves you should make when choosing a financial advisor

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  Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal …

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Want to retire early? You need to know about this rule first

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The rule of 55 is a provision in the Internal Revenue Code that allows workers to withdraw money from their employer-sponsored retirement plan without a penalty …

FeaturedMoneyRetirement

Inherited a 401(k)? Here’s how to minimize taxes

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  Inheriting a 401(k) can add a wrinkle to your financial plan from a tax perspective. Under 401(k) inheritance tax rules, any assets passed on from …

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The 10 worst IPO failures of all time

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An Initial Public Offering or IPO represents a company’s first foray into the world of publicly-traded stock. While an IPO can be highly anticipated by the …

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Can you retire at 55? Let’s run the numbers

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  Can I retire at 55? It’s a question you might be asking yourself if you’re hoping to make an early exit from the workforce. While normal …

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What are lifestyle funds & should you be investing in them?

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Lifestyle funds are investment funds that base their asset allocation on someone’s age, risk tolerance, and investing goals. Individuals who want to grow wealth over the …

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Want to know how the economy’s doing? Pay attention to these 9 things

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An economic indicator is a statistic or piece of data that offers insight into an economy. Analysts use economic indicators to gauge where an economic system …

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Here’s why your credit risk should matter to you

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Credit risk measures the likelihood of incurring a loss if one party to a financial transaction fails to follow through on their obligations. Credit risk often …

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Tax loss carryforward: What is it and how does it work?

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  A tax loss carryforward is a special tax rule that allows capital losses to be carried over from one year to another. In other words, …

Money

Cyclical vs. non-cyclical stocks: What you need to know

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Cyclical investing means understanding how various stock sectors react to economic changes. A cyclical stock is one that’s closely correlated to what’s happening with the economy …

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Is inflation a good or bad thing for consumers?

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Inflation is an economic trend in which prices for goods and services rise over time. The Federal Reserve uses different price indexes, including the Consumer Price …

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What are 401(k) catch-up contributions?

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  Retirement savers age 50 and older get to put extra tax-advantaged money into their 401(k) accounts than the standard annual contribution limits. Those additional savings …

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Building wealth in your 30s

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  While you may have established your career once you reach your 30s, it’s still not that easy to build wealth. Suddenly, you’ve often got a host …

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Income-contingent repayment plan explained

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Income-contingent payment (ICR) plans are one kind and can help make federal student loan payments more affordable. The income-contingent repayment plan allows you to extend your …

Money

Is a reverse stock split good or bad?

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A stock split allows companies to increase the number of shares offered to investors, without changing shareholder equity. Rather than issuing new shares, companies may split stock to …