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Managing Sudden Wealth

Sudden Wealth

What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On the other hand, you’ll pay more taxes, attract…

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Investing Even When Money Is Tight

For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not…

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Money Management Wisdom

Take these financial lessons to heart.  You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of…

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Financial Empowerment

Too few Americans understand personal finance fundamentals. literacy If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure. Are most people clueless about financial matters? That depends on what gauge you want…

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Estate Planning Mistakes to Avoid

Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. Failing to revise an…

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How Financial Professionals Are Paid

A look at an ongoing discussion that impacts retirement savers & investors.   Fee Historically, financial services professionals have been paid in the same way. Sales or trading commissions linked to investment transactions were the norm. Brokers sold products and made trades to earn a living. Retirement planning or wealth management strategies were not emphasized. Fee…

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