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Many employees think of their 401(k) plan allocations in isolation. But if you are married and your spouse works, you are both likely contributing to employee-sponsored plans. And if that is indeed the case, your allocation approaches should be “married” as well. After...

Companies with high social responsibility ratings outperformed companies with low ratings, but to get the highest returns, you should not shun shares of any company. Read more »  ...

Learn what an asset class is and get some simple allocation strategies. Read more »  ...

There are upsides and downsides to owning company stock in your plan, including incentives offered by your employer and the fact that you are dependent on your employer’s future for your job security. Read more »  ...

The fun part about a 401(k) plan is watching it grow over time. But that can easily turn into a frustrating exercise if you don’t understand your retirement plan statement. Although your employer is required to provide you with a plan statement, there is no standardized form—most,...

When to purchase long-term care insurance is an important decision, with several trends pointing to the wisdom of purchasing earlier rather than later—for instance, in one’s 40s and 50s instead of at the more traditional purchase ages of 50s to 70s. Read more »  ...