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685 Search Results

685 Search Results

How Employers Can Help New Parents

How Employers Can Help New Parents

https://www.sofi.com/learn/content/how-employers-can-help-new-parents/

…Financial planning services can help parents reset priorities and budgeting in light of a new addition to the family. Parents may also benefit from a retirement planning deep dive. Although…


How Much Do You Need to Retire: 3 Rules of Thumb to Consider

How Much Do I Need to Retire?

https://www.sofi.com/learn/content/how-much-do-you-need-to-retire/

…impact the amount needed for a comfortable retirement. •   Starting retirement planning early and regularly assessing savings can help close the gap between current funds and future needs, especially considering…


Do I Need a Will? Who Needs a Will (And When?)

Do I Need a Will? Who Needs a Will (and When?)

https://www.sofi.com/learn/content/do-i-need-a-will/

…Attorneys, as well as online planning templates, can provide the documents to cover all potential end-of-life what-ifs, including creating a living will and advance directive, as well as a standard…


How to Read a Pay Stub or Paycheck

How to Read a Pay Stub or Paycheck

https://www.sofi.com/learn/content/how-to-read-a-pay-stub/

…be an important part of successfully managing your money. Key Points •   Pay stubs include essential information like earnings, deductions, and employer contributions, all important for financial planning. •   Regularly…


Do I Need a Financial Advisor? Essential Considerations

Do I Need a Financial Advisor? Essential Considerations

https://www.sofi.com/learn/content/are-financial-advisors-worth-it/

…circumstances — and if it’s higher than expected, it’s also reasonable to ask what added value the client is receiving. Perhaps, for example, the advisor also helps with tax planning,…


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