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International Literacy Day

The United States has a financial literacy deficit. According to FINRA’s 2018 State of U.S. Financial Capability Study, 53 percent of Americans say that thinking about their finances makes them anxious, and 44 percent feel that discussing their finances is stressful.

Should I make contributions to a Roth IRA or Roth 401(k)?

  When Financial Fitness for Life works with an employer that has the option of using a Roth 401(k) within their retirement plan, employees will often ask us: “Should I make contributions to a Roth IRA or Roth 401(k)?” While both of these accounts can provide...

Q2 Quarterly Client Update

Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class.  Continued vaccination success, massive amounts of fiscal and monetary stimulus, solid economic activity, and earnings acceleration all contributed to the investor optimism that witnessed the S&P 500 deliver positive quarterly results for the fifth consecutive quarter, which is the longest consecutive streak since the nine-quarter stretch that ended in 2017. 

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