It’s hard to pin down exactly how much people have in retirement savings. The answers sometimes ignore assets that are held in certain types of retirement accounts, and some averages include (or …
Divorce Tips for Women
If divorce is on the horizon, your financial life may soon change. While many financial tasks are universal, some topics seem to be more applicable to women. Especially for those coming from …
How and When to Change Your Financial Advisor
By Justin Pritchard, CFP® Sometimes things don’t work out, and sometimes things change. That’s okay. When your financial advisor no longer satisfies your needs, it’s relatively easy to switch. But …
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Should You Pay off Your Mortgage From Your Retirement Savings?
By Justin Pritchard, CFP® Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s unlikely that you’ll go back to work and start earning an income in …
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How to Read Your Investment Statements
By Justin Pritchard, CFP® Your investment providers create investment statements monthly or quarterly. Whether you get those statements online or by paper, it’s smart to review that information to …
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What Is My Vested Balance?
When you participate in a retirement plan at your job, you might have a vested balance (and several other balances) in your retirement account. Those different “buckets” of money are typically a …