Traditional Versus ROTH

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Once someone begins retirement planning, one of the first decisions he or she must make is whether to use a traditional (pre-tax) account or a […]

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Understanding Basic Investment Principles

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Most of us have heard the advice: “Save 15% of your income to maintain your current lifestyle in retirement.” Since everyone’s situation is different, how […]

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Caring For The Pastor

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No doubt you’ve heard of the congregation who prayed: “Lord, send us a poor, humble preacher. You keep him humble; we’ll keep him poor.” Sure, […]

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Maximize Your Contributions

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Bill plans to retire within 10 years. He got a late start on saving for retirement. Over the past several years, Bill decided to max […]

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Goals For Retirement

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Everyone knows a person needs to save for retirement. Maybe you’ve even enrolled in your company’s retirement program. And maybe you have a portion withheld […]

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