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Alina Myakota | Sep 15, 2023

Understanding Your Options: Employer vs. Independent Term Life Insurance

Life Insurance
Navigating the path to financial security for you and your loved ones can be challenging. Here are some insights to help you make the right decision.
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Alina Myakota | Sep 13, 2023

Target-Date Funds in Your 401(k): Navigating the Expense and Rigidity

Personal Finance
Retirement
Not sure whether investing in target-date funds is something that aligns with your goals or fits your lifestyle? Learn more about their benefits and drawbacks.
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Chris Demarest | Sep 11, 2023

Monthly Observations from CIO, Chris Zaccarelli

Stay updated on what was happening in August from CIO, Chris Zaccarelli.
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Alina Myakota | Sep 8, 2023

New York City's De Facto Ban on Airbnb rentals: Unpacking the Impact

Real Estate
News
New York City increased its regulations on traveling agencies and housing rental platforms, like Airbnb, Vrbo, and Booking.com.
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401k plan paper with a calculator and a book next to it
Chris Demarest | Sep 1, 2023

IRS delays change for 401(k) catch-up contributions. Here’s what higher earners need to know

Retirement
Tax Planning
Higher earners who maximize retirement savings now have more time for pretax catch-up 401(k) contributions, thanks to new IRS guidance. 
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Chris Demarest | Apr 18, 2022

Making Sense of Your Roth 401(k)

Retirement
Tax Planning
There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an
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Chris Demarest | Mar 25, 2022

Which Tax Documents Should I Save, Which Should I Shred?

Tax Planning
Personal Finance
The IRS, has urged taxpayers to file their returns electronically. But filing electronically doesn’t stop the clock on potential audits, nor on your right to
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Chris Demarest | Mar 9, 2022

Using an HSA to Save for Retirement - or as Income Now? Avoid These Mistakes.

Retirement
Contributing money to a health savings account, or HSA, is one of the smartest moves you can make for your retirement. Even though an HSA isn't a retirement
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Chris Demarest | Feb 25, 2022

The One Question to Ask Yourself About Your 401(k) When Stock Indexes Are Dropping

401(k)
Retirement
Investing
Panicking and making any sudden changes to your portfolio won’t help your retirement savings – in many cases, doing so would actually hurt your future prospects
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Chris Demarest | Feb 16, 2022

Credit Card vs. Debit Card. Which Is Safer Online?

Personal Finance
Security
The key difference: With a credit card, the card issuer must fight to get its money back. With a debit card, you must fight to get your money back. Considering
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Chris Demarest | Jan 5, 2022

How to Manage your 401(k) When You Switch Jobs

Retirement
Tax Planning
This article considers all options for managing funds in a former employer’s retirement plan.
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Chris Demarest | Dec 3, 2021

Buying vs. Leasing a Car

Personal Finance
Some people approach buying a car like they approach marriage, “‘til death do us part.” Others prefer to keep their options open. Whichever describes you best
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