Do you know if you’re making progress toward the retirement you want? Reviewing your financial situation yearly allows you to identify changes and make the necessary adjustments in time. Whether your…
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When participating in your employer's retirement plan, you should contribute enough to receive the full company match. If you are fortunate enough to work for an employer who offers a retirement plan…
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To help keep your account secure, Popular Fiduciary Services (PFS) is updating the password requirements for participant access to the retirement plan website. What’s changing on May 1, 2026? The password…
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Starting at age 62 may be not only appropriate, but actually advantageous. If you're nearing retirement age, one of the most important financial decisions you'll make is when to start drawing your Social…
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An extended period of volatility in the investment markets can test even the coolest heads. Dealing with volatility can be difficult for experienced as well as novice investors. These time-proven tips…
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We all hope to manage our financial affairs and make our own decisions throughout our lives. This is not always possible, and it is why many people resort to using powers of attorney to manage these matters.…
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Five easy pointers to help you plan during all your retirement years. If you’re retired, you enjoy the good news that you’ll probably live longer and perhaps better than your parents and grandparents…
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Too much debt at any stage of life can be a problem, but it can be particularly problematic for people who are close to retiring. Carrying a lot of debt into retirement can stress your finances. And for…
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Learn how target-date funds can be a useful part of your retirement portfolio. Target-date funds are a relatively simple and convenient way to invest for a long-term goal. They can be particularly useful…
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When you joined your employer’s retirement plan, you probably appointed a beneficiary and forgot about the issue right until this very moment. But how often should you review the appointment of your retirement…
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