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Daily Archives: March 5, 2024

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  4. 05

Rebalancing Your Employer-Sponsored Retirement Plan

Nearing Retirement, Retirement, Starting Out, VideoBy Editorial TeamMarch 5, 2024

Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.

Found Money: Should You Use an Old 401(k) to Pay Off a Child’s Student Loans?

Case Study, Education Planning, Family Finances, Featured, RetirementBy Editorial TeamMarch 5, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans.

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