Ramon Vicente Berenguer

Ramon Vicente Berenguer
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A closer look at the 401(k) by Empower 
GUIDES JUL 24, 2024
A closer look at the 401(k) by Empower 

Empower is one of the many 401(k) providers in the U.S. How is the Empower 401(k) different from the others and should you sign up?

What Investors Should Know About the Vanguard 401k 
GUIDES JUL 24, 2024
What Investors Should Know About the Vanguard 401k 

Is the 401(k) by Vanguard good enough for retirement planning, or should you recommend another provider? Know more here

How to maximize HSA and Medicare benefits 
GUIDES JUL 18, 2024
How to maximize HSA and Medicare benefits 

Maximizing your clients’ Health Savings Accounts (HSA) and Medicare can be tricky. In this article, find out how you can help them balance both

Social Security survivor benefits explained 
GUIDES JUL 18, 2024
Social Security survivor benefits explained 

Learn more about Social Security survivor benefits, how to apply, and why they are crucial for estate planning. A must-read for financial advisors

Helping your clients understand survivors benefits 
GUIDES JUL 04, 2024
Helping your clients understand survivors benefits 

Survivors’ benefits can be a touchy but necessary subject that must be discussed with your clients. Get familiar with survivors’ benefits here

Key insights on Prudential 401(k)  
GUIDES JUN 26, 2024
Key insights on Prudential 401(k)  

Is the Prudential 401(k) sufficient for your retirement planning, or should you seek an alternative provider? Know more here

A look at 401(k) Transamerica fees 
GUIDES JUN 13, 2024
A look at 401(k) Transamerica fees 

Is the 401(k) from Transamerica a good retirement plan or should you skip it and choose other 401(k) providers? Find out more in this article

What is the SEC? 
GUIDES JUN 13, 2024
What is the SEC? 

Few people realize what the SEC is and how important it is. Get to know more about the SEC and how it safeguards investors, financial markets, and the nation at large

Comparing the 401(k) vs. pension plan 
GUIDES JUN 06, 2024
Comparing the 401(k) vs. pension plan 

In this article on 401(k)s vs. pension plans, we’ll go over the similarities, differences, and unique features of both. Which plan is better for your clients? Read on to find out

401(k) versus 403(b): guiding clients through retirement plan choices 
GUIDES JUN 06, 2024
401(k) versus 403(b): guiding clients through retirement plan choices 

The 401(k) and 403(b) are retirement plans, each having their share of pros and cons. Which of these is more beneficial to investors?