Diversify, Diversify, Diversify: What a Well-Managed Portfolio Looks Like
SUMMARY: Whether your primary focus is retirement, saving for your children’s college educ...
Should You Put Additional Money in Your 401(k) Plan?
SUMMARY: Should you put additional money in your 401(k)? The short answer is yes. But be m...
The TDECU Wealth Management Approach to Your First Consultation
SUMMARY: Never met with a wealth advisor before? Read this post to learn what to expect an...
Can I Buy a Boat? (Or Rather, Is It a Sound Financial Decision?)
SUMMARY: Managing your money well is all about prioritizing your expenses and making sound...
The Pros and Cons of Managing Your Investments Online
SUMMARY: Thinking about using a robo-advisor or managing your money online? Here are the p...
What Does Vesting Mean for 401(k) Contributions?
You’ve got the ideal job—fulfilling work, great co-workers and a healthy salary and benefi...
6 Questions to Ask When You Meet with a New Financial Advisor
SUMMARY: Before you begin working with a new financial advisor, you should do your homewor...
Should You Pay Off Your Student Loans or Save for Retirement?
SUMMARY: When you’re in your 20s, 30s, or even 40s, you may find yourself caught between t...
The Great Debate: Choosing Between a 401(k) or IRA
SUMMARY: Just over half of working Americans participate in some form of workplace retirem...
