Congrats to Pam for the recognition due to her knowledge and expertise. Thank you for your contributions to the retirement industry and for difference you make in the retirement security of individuals across America!
#NAPATopWomenAdvisors#PlexusFinancialServices#plexusfs401k
March is #CreditEducationMonth take a couple minutes today to learn how you can manage your finances over time, you can start planning a future that’s comfortable and secure based on the actions you take now.
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Today we are highlighting and celebrating the legacy of Maggie Lena Walker, an entrepreneur, civic leader, and the first Black woman to establish and serve as president of a bank in the United States. #BlackHistoryMonth
Saving during the holidays means sticking to more long-term savings goals and avoiding the accumulation of new debt. America Saves has compiled some tips to help you plan for a fun and fulfilling holiday season while not drowning in expenses.
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When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made.
#financialwellness#roth#401k
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Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a “wrong” choice. #financialwellness#plexusfinancialservices#PFS#plexus
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