Other
6 January 20252 min read
Getting Your Financial House in Order: Taking Inventory
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Articles & Insights
Expert financial guidance for everyone, with specialist insights for creative professionals. Browse our latest articles on investments, pensions, retirement planning, and more.
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Investments
30 December 20242 min read
Rollovers from Employer Retirement Savings Plans: Factors to Consider
There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where yourrollover dollars should go if you decide to make a rollover. Always (1) ask about possible surrender charges that may be imposed byyour existing employer plan, or new surrender charges that your IRA or new plan may impose, (2) compare investment fees and expenses charged byyour IRA or new plan (and investment funds) with those charged by your ex…
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Other
6 December 20242 min read
Getting Your Financial House in Order: Examining Your Relationship with Money
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Other
2 December 20242 min read
Staying on Top: 5 Tips for Maintaining a Strong Credit Score
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Investments
29 August 20242 min read
Can I use a securities-based loan to pay off a tax bill?
You're facing a not-insignificant tax bill and considering your options. You don't have available liquid assets to easily cover the tax owed, and you're reluctant to sell investment assets in your portfolio because you don't want to disrupt your overall investment strategy; you're also concerned about the potential capital gain tax on securities that would be sold at a profit, or you may be reluctant to sell investments at a loss.
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Other
23 July 20242 min read
What Is a Financial Wellness Plan?
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