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  2. Betterment (company) - Wikipedia

    en.wikipedia.org/wiki/Betterment_(company)

    Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.

  3. The best health savings account (HSA) providers of 2023 - AOL

    www.aol.com/finance/best-health-savings-account...

    The tax advantages of a health savings account (HSA) are unbeatable — better than a 401(k), traditional IRA, Roth IRA or 529 savings plan. It can be used like a checking account to pay for ...

  4. 529 Investment Strategy by Age - AOL

    www.aol.com/finance/529-investment-strategy-age...

    Direct-sold plans vs. advisor-sold plans. Is a 529 Investment Strategy Right For Me? 529 investment strategy by age. A 529 college savings account can be a smart way to save up for college. In ...

  5. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management , and, as of December 2023 [update] , $12.6 ...

  6. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...

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  9. This Hidden 529 Plan Trap Could Cost You Thousands of Dollars

    www.aol.com/2013/05/29/advisor-sold-529-plans...

    Don Petersen, AP There are plenty of things college students do that they later regret -- and not all of them have to do with beer, frat parties, or sleeping through final exams. Eventually, you ...

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