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Folder: CLIENT PORTAL
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Investment Reports - AIM
Compound Interest: The "Secret" to Retirement Planning
Behavioral Finance, Financial Planning, Investments, Retirement 2/28/24 Behavioral Finance, Financial Planning, Investments, Retirement 2/28/24

Compound Interest: The "Secret" to Retirement Planning

Learn about how you can take advantage of compound interest to grow your nest egg over time.

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How Much To Save For Retirement?
Financial Planning, Investments, Retirement 2/27/24 Financial Planning, Investments, Retirement 2/27/24

How Much To Save For Retirement?

How much to save for retirement? Here are some rules of thumb by age. TLDR: Start saving for retirement today.

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Retirement Savings for Everyone
Financial Planning, Investments, Retirement 2/27/24 Financial Planning, Investments, Retirement 2/27/24

Retirement Savings for Everyone

Social Security won't cover all your retirement income needs. Here are factors that can impact personal retirement planning.

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Finding Money via Old Employer Retirement Accounts
Financial Planning, Income & Equity Comp, Investments, Retirement 9/18/23 Financial Planning, Income & Equity Comp, Investments, Retirement 9/18/23

Finding Money via Old Employer Retirement Accounts

Learn how to find money for financial independence by tracking down old employer retirement accounts.

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Why business owners should save for the future - outside of their business
Business Owner, Investments, Retirement 9/6/23 Business Owner, Investments, Retirement 9/6/23

Why business owners should save for the future - outside of their business

Business owners should save for retirement outside of their business

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How business owners can save for retirement
Business Owner, Investments, Retirement 9/6/23 Business Owner, Investments, Retirement 9/6/23

How business owners can save for retirement

There are many options for business owners when it comes to retirement savings. Learn more about the best option for your situation.

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We Can't Predict The Future
Behavioral Finance, Financial Planning, Money Mindfulness, Retirement 8/29/23 Behavioral Finance, Financial Planning, Money Mindfulness, Retirement 8/29/23

We Can't Predict The Future

Navigating uncertainty in financial planning.

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Financial Checklist: Choosing Your 401k Investments
Financial Checklist, Investments, Retirement 7/10/23 Financial Checklist, Investments, Retirement 7/10/23

Financial Checklist: Choosing Your 401k Investments

Learn the basics about choosing investments for your 401k money.

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Pretax vs. post-tax (Roth) contributions to your retirement plan
Income & Equity Comp, Investments, Retirement, Tax Planning 1/10/23 Income & Equity Comp, Investments, Retirement, Tax Planning 1/10/23

Pretax vs. post-tax (Roth) contributions to your retirement plan

Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.

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What would your future self think?
Financial Planning, Money Mindfulness, Retirement, Women and Finances 12/14/22 Financial Planning, Money Mindfulness, Retirement, Women and Finances 12/14/22

What would your future self think?

Do you run into trouble implementing a change that you know will be good for you? Try imagining what your future self would feel about the decision.

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Traditional IRA to Roth Conversion "How To"
Family Financial Planning, Financial Planning, Income & Equity Comp, Investments, Retirement 10/19/22 Family Financial Planning, Financial Planning, Income & Equity Comp, Investments, Retirement 10/19/22

Traditional IRA to Roth Conversion "How To"

A Roth conversion is moving funds from a traditional pretax retirement account to a Roth after tax retirement account. It sounds simple, but there are many questions around the practical how tos.

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Maximize your 401k contributions with automatic increases
Financial Planning, Income & Equity Comp, Investments, Retirement 8/19/22 Financial Planning, Income & Equity Comp, Investments, Retirement 8/19/22

Maximize your 401k contributions with automatic increases

Take advantage of automatic enrollment and automatic increases in contribution levels to your 401k at work to help you save for retirement.

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What exactly do financial planners do?
Family Financial Planning, Financial Planning, Investments, Retirement 8/11/22 Family Financial Planning, Financial Planning, Investments, Retirement 8/11/22

What exactly do financial planners do?

What exactly do financial planners do? Financial planners can assist you in various stages of your life by helping you make financial decisions that align with your goals.

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All About Roth IRAs
Investments, Retirement, Tax Planning 4/28/22 Investments, Retirement, Tax Planning 4/28/22

All About Roth IRAs

Here is some information about Roth IRAs, which are a type of individual retirement account.

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Protecting Elders from Financial Abuse
Family Financial Planning, Retirement, Women and Finances 4/20/22 Family Financial Planning, Retirement, Women and Finances 4/20/22

Protecting Elders from Financial Abuse

Take these steps to help prevent elder financial abuse.

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What should I do with my old 401k?
Financial Planning, Income & Equity Comp, Investments, Retirement 1/7/22 Financial Planning, Income & Equity Comp, Investments, Retirement 1/7/22

What should I do with my old 401k?

Think carefully when deciding how to handle 401k accounts from an old employer.

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Money Mindfulness
Behavioral Finance, Financial Planning, Money Mindfulness, Retirement 11/19/21 Behavioral Finance, Financial Planning, Money Mindfulness, Retirement 11/19/21

Money Mindfulness

Being mindful about money can help us achieve our dreams.

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Backdoor Roth IRA FAQs
Financial Planning, Investments, Retirement, Tax Planning 8/27/21 Financial Planning, Investments, Retirement, Tax Planning 8/27/21

Backdoor Roth IRA FAQs

Quick answers to common backdoor Roth questions.

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Lily Pads and Investing
Behavioral Finance, Financial Planning, Investments, Retirement 10/1/20 Behavioral Finance, Financial Planning, Investments, Retirement 10/1/20

Lily Pads and Investing

A lily pad riddle illustrates the value of exponential growth

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Mindful Retirement - a Non Financial Plan
Financial Planning, Money Mindfulness, Retirement 8/28/20 Financial Planning, Money Mindfulness, Retirement 8/28/20

Mindful Retirement - a Non Financial Plan

Mindful planning your non-financial life can help you prepare for the amazing future that awaits you.

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