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401(k)s: Five Terms You Should Know

August 29, 2019October 17, 2019by Maureen.Wright12 Comments on 401(k)s: Five Terms You Should Know
401(k)s: Five Terms You Should Know

I was recently having a conversation with a client about their 401(k), a few minutes into the conversation I realized that I had lost her attention. I realized that I had started using financial jargon and that was where she stopped tracking the conversation. That's when I decided to re-direct the conversation and spend some [...]

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