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The lost art of saving: A four-step plan

According to government data out this quarter, student loan debt, which has doubled over the past 8 years, stood at $1.8 trillion as of June 30. About 11.5 percent of student debt was delinquent or in default for at least 90 days in the quarter that ended in June, up from 11.1 percent in the [&helli...
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The benefits of tax planning

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax- advantaged strategies when building your portfolio. You don’t want to pay any more in tax than you have to. That means taking advantage of every strategy, deduction, and credit that you are entitled ...
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Top 5 mistakes employees make with 401(k)s

The results are in, and our advisors have agreed that these are the five most common mistakes employees make with their 401(k) plans: 1.       Not participating: The biggest mistake you can make is not contributing to a 401(k) if you are eligible, especially if your employer matches your contr...
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