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Category: Finances

Mid-Year Investment Check-Up

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a checkup. Here are three questions to consider. How have my investments performed…
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Digital Investing and Planning with a Human Touch

WealthBuilder Investing is a digital investing and planning solution based on your unique financial needs. Visit our website today and see how WealthBuilder can work for you!

How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Perhaps you’re way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected challenge, such as a job loss, illness, or break from the workforce for caregiving responsibilities, took a direct hit on your finances. Regardless of how you got to this point, it’s important to develop…
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Monthly Market Insights – April 2019

Click the link below for our Monthly Market Insights for April 2019 http://www.mraadvisory.net/campaigns/monthly-market-insights

How Does Your Employer’s Retirement Plan Compare?

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and plan participants to benchmark their plans against overall averages. How does your plan compare to the most recent survey results, released at the end of 2018? Participation and savings rates Plan participation (that is, the percentage of participants contributing to the plan) was on the rise, increasing from 77%…
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