On Thursday, September 7, 2017, one of the three major credit bureaus in the US, Equifax, announced a data breach that could affect 143 million people (which is nearly half …
What Are Stocks, Bonds, and Mutual Funds? [VIDEO]
This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! Investing can seem pretty complicated. There are many different types of investments, …
Top 8 Things You Should Do When You Receive an IRS Notice
Each year, the IRS sends notices to taxpayers for various reasons. While your first instinct when you see an IRS notice might be to panic, take a minute and relax–many …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …
Roth vs Pre-Tax Contributions: Which Should You Choose? [VIDEO]
Watch the video to get some help deciding. Check out our course “Step-by-step Guide to Your 401k Plan” for more help. Roth vs Pre-Tax: What’s the difference? Pre-tax contributions are …
The Market is More Powerful than You [VIDEO]
Watch the video to learn why. There is a lot of confusion around the stock market… how it works, and what it takes to invest successfully. Many investors choose to …
