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Should I Pay Off Debt

Should I Pay Off Debt or Invest Extra Cash?

February 12, 2025
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At what age should I start receiving my Social Security retirement benefits?

At what age should I start receiving my Social Security retirement benefits?

February 10, 2025
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Long-Term Investing

The Truth About Market Timing: Why Long-Term Investing Works Best

February 7, 2025
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College Planning for Parents

College Planning for Parents: Saving for Your Child’s Education

October 31, 2024
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How to Save Money on Auto Insurance: Discounts You Might Be Missing

October 23, 2024
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Labor Day: Celebrating Our Work and Financial Well-Being

September 2, 2024
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heloc line of credit

Guide to Home Equity Line of Credit

July 11, 2024
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Reclaiming Your Old 401k

Reclaiming Your Old 401k: A Quick Guide

July 10, 2024
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Streamlining Retirement Accounts for Financial Growth

June 20, 2024
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Investment advisory services offered through Finhabits Advisors LLC (“Finhabits”), an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Featured individuals are actors or paid spokespeople and not clients of Finhabits unless otherwise noted. Any testimonial of advisory services is representative of the client’s view at the time it was collected. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See SIPC.org for more details. By using this service, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.
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When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences. This information is for general informational purposes and is not intended to be an individualized recommendation that you take any particular action. Factors that you should consider include: investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to rollover, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation. Finhabits does not provide tax advice.

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