Author name: Oshun Financial Planning

50 and Older? Here’s Your Chance to Catch Up on Retirement Saving

50 and Older? Here’s Your Chance to Catch Up on Retirement Saving If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings while managing your income tax liability. Catch-up contributions offer the chance to invest amounts over and above the standard annual limits in IRAs …

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The Basics Matter: Diversification and Asset Allocation

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification helps limit exposure to loss in any one investment or one type of investment, while asset allocation provides a blueprint to help guide your investment decisions. Understanding how the two …

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