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Monthly Financial Jargon: 401(k) vs. 403(b)

Monthly Financial Jargon: 401(k) vs. 403(b)

The world of finance and investments is notorious for its extensive use of jargon. With a goal to enhance financial literacy and make the world of money more transparent, we have our “monthly jargon” articles that focus on debunking financial terms that are often used...
5 Things to Consider When Electing a Beneficiary

5 Things to Consider When Electing a Beneficiary

Designating a beneficiary on accounts is one of the most important—yet one of the most frequently neglected—financial planning tasks. Put simply, a beneficiary refers to who will receive your assets upon your passing. Typically, you can name any person or entity a...
Monthly Financial Jargon: Trader vs. Investor

Monthly Financial Jargon: Trader vs. Investor

The world of finance and investments is notorious for its extensive use of jargon. With a goal to enhance financial literacy and make the world of money more transparent, we have our “monthly jargon” articles that focus on debunking financial terms that are often used...