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What is A Mega Backdoor Roth Conversion?

Many individuals are aware that in 2019 they can contribute up to $19,000 in their 401(k) as well as an additional $6,000 if they are 50 or older. However, what most individuals are not aware of is that there is a provision that some employer’s 401(k) plans allow for a potential additional employee after-tax contributions over...
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Spend Yourself Rich: A Call to Budgeting for the Affluent

“Too legit… Too legit to quit.” These were the opening lines to American rapper M.C. Hammer’s 1991 hit song. While serving as an anthem of never giving up, these lyrics were also prophetic to what was to come for someone whom many may have assumed was setting himself for an early retirement. Behind the scenes, just...
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The Self-Checkout Financial Service Industry

The Self-Checkout Financial Service Industry    Is the age of the financial adviser dead? Just mere decades ago, the average consumer would have been taken back by the thought of scanning and bagging their own groceries. Today, self-service is a way of life and has continued to take over every industry imaginable with the financial services...
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Why Are You Not Taking Advantage of Your HSA?

Why are you not taking advantage of your hsa? Many individuals are well aware that health care costs are risings and it is often the most expenses item in one’s retirement plan. However, very few individuals have implemented a strategy to handle these future expenses and are missing out on utilizing a key tool in preparing...
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Employer Match

Highly Compensated Individuals May Be Losing Their 401(k) Match

One of the first pieces of financial planning advice is that one should immediately take advantage of any employer’s matching. However, many individuals who are maxing out their 401(k) early in the year do not realize they are missing part of their employer’s match. It all comes down to the details. There is a lot of...
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Financial Wellness

The Emergence of Financial Wellness

In a world of buzzwords, where did Financial Wellness Programs come from and how did this industry grow? As with many aspects of life, it is hard to answer a question without understanding the context around the issues that this emerging industry is trying to solve. Let’s jump back to the early 1980s when the 401(k)...
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