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Your credit score is one of the factors lenders consider when you apply for a loan, mortgage, or credit card, or even sign up for a cell phone plan. Although most consumers have credit scores, there are a lot of myths and misinformation about what influences them.
Human-Centric Investing Podcast
03/23/2023
In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.
See how your 401(k) plan stacks up to industry averages.
In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake.
A client’s experience in the first 100 days determines the longevity of your relationship
Defined Contribution Insights
03/09/2023
Fred Reish reviews key provisions of the SECURE 2.0 Act that become effective in 2025 and beyond.
Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.
How to grow your practice through the creation of digital content
A downturn could actually be good news for long-term investors—if they have a plan.
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