Month: November 2023

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Understanding the Basics and Benefits of Your 401 K Retirement Plan

by Akemi aguilera | Nov 29, 2023 | Retirement Planning

Determining which types of retirement savings plans to use can be challenging. However, understanding the ins and outs of a 401 K retirement plan can provide you with clarity. A 401 K retirement plan is sponsored by your employer and allows you to invest a certain...

Santa Barbara Investment Manager Monitoring: Ensuring Your Financial Strategy Stays on Course

by Akemi aguilera | Nov 7, 2023 | Financial Planner

Investment management is not a one-time setup and forget endeavor. In the fluctuating landscape of the financial world, even the most meticulously crafted investment strategies require regular check-ins. This is where Santa Barbara investment manager monitoring plays...

Month: November 2023

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Understanding the Basics and Benefits of Your 401 K Retirement Plan

Santa Barbara Investment Manager Monitoring: Ensuring Your Financial Strategy Stays on Course