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Banking News and Financial Advice
Building an effective portfolio customized to your needs is an essential part of reaching your unique goals.
If charitable giving has played a significant role throughout your life, perhaps you want to continue that story by leaving a legacy gift. Your legacy should be representative of your goals, values, and mission throughout life. It’s not only what you leave behind but also the precedent you set for all that’s to come.
Maxing out your 401(k) contributions may be on your retirement strategy to-do list, but your options don’t end there. Here’s a reminder about the benefits and limitations of your 401(k) plan, plus 5 essential savings strategies and vehicles to consider when preparing for retirement.