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Retirement & Financial Wellness 101

Savings and Investing

The impact of high fees on savings

Savings and Investing

We often associate high cost with high value, and while this can work for cars, phones, and other goods and services, it is not true for the fees you pay …

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Savings and Investing

Why you should review your 401k statement

Savings and Investing

Why you should save early and often

Savings and Investing

What’s an ETF?

Savings and Investing

How high fees erode your savings

Savings and Investing

Annuities–What you need to know

Savings and Investing

Stocks and bonds: The basics

Savings and Investing

Why Asset Allocation Matters

Savings and Investing

The Savers Tax Credit – Are you taking advantage of it?

Savings and Investing

What is a health savings account?

Savings and Investing

When can I use my retirement savings?

Savings and Investing

Emergency Savings Plan – What’s your plan?

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This website is operated and maintained by The Icon Savings Corporation (together with its subsidiaries and affiliates, “Icon”). By using this website, you accept our Privacy Policy.

Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC (“Icon Financial”) through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon’s investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time.

Before opening an investment advisory account, you should review Icon Financials (Form ADV 2 Brochure) which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides custody and clearing services for Icon Financial.

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