Tag Archives: investment planning

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  Why Should You Take a Risk Tolerance Questionnaire?

  We all have different comfort levels with so-called “risky” activities. Some of us live for the adrenaline rush that comes with bungee jumping or skydiving, while for others of us, watching an action flick on Netflix is about all the adventure we can stomach. The same is true with investing. Everyone has a different tolerance for risk. Some investors can…More ›
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  Three Resolutions to Save More Money in 2020

  It’s that time of year when many people are making New Year’s Resolutions to hit the gym, eat healthier, or be more mindful. As you’re setting your own goals for this year, don’t forget about your financial wellness, particularly when it comes to saving for long-term goals like retirement. After all, your fiscal health is just as important as your…More ›
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  Plan Sponsor “Don’ts” for Managing Your Retirement Plan Investments

  In our last post, we discussed the definition and responsibilities of a small business retirement plan sponsor, as well as the top three "do's" of managing the investment options offered in your plan. As a two-part series, we'll now recap the definition of a plan sponsor and their related duties. Also, we'll describe the top three "don'ts" small business retirement…More ›