Nathan Garcia

What is Dollar Cost Averaging

What is Dollar Cost Averaging? Dollar cost averaging is a strategy of buying into an investment over time by purchasing small amounts periodically instead of

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Nathan Garcia

Tax Deduction vs Tax Credit

Understanding the Difference Between Tax Deduction and Tax Credit As the tax season approaches, taxpayers start looking for ways to reduce their tax liability. Taxpayers

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Nathan Garcia

401K Asset Allocation

Rebalancing your 401(k) asset allocation is an essential aspect of successful retirement planning. It helps to ensure that your investment portfolio is aligned with your

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Nathan Garcia

New Account Walk Through

Maximize Your Financial Decisions with Pocket Plan • Pocket Plan simplifies financial management and decision-making byorganizing all your financial data in one place.• You can

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Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.

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