(Image credit: Getty Images) Today’s clients no longer want piecemeal financial help. They want a family office experience, even if they’re not ultra-wealthy. That means receiving investment guidance, tax filing and planning and estate planning all in one place. The old model of an adviser building a 60/40 portfolio or a CPA filing a return […]
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With high inflation, a worsening housing crisis and today’s economic hurdles, it’s no surprise that many people doubt financial independence is even possible. A study by digital personal finance company Achieve found that only 1 in 10 Americans believes they’ve actually achieved it. The funny thing is that, depending on who you ask (or follow
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Key Takeaways An uncapped 401(k) match means employers match contributions without a fixed ceiling—up to plan and IRS limits. The IRS sets annual contribution limits for employees and employers combined in 401(k) plans. Employers may use vesting schedules that delay full ownership of matched contributions. Some employers adjust match amounts based on company performance metrics
Is Your 401(k) Employer Match Too Good to Be True? What the Fine Print Could Reveal Read More »