What to Look for in a Financial Advisor

Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come in all shapes and sizes. Nearly anyone can technically call themselves an advisor, but their knowledge and expertise can significantly vary.   You should give…

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Are Financial Advisors Fiduciaries?

Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of the significant events that can shape our future. Many people want to be guided in those decisions and seek the assistance of a financial advisor.…

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Retirement Checklist

The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were on top of your retirement planning from an early age or were a bit of a late bloomer when it came to saving, there are…

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How To Build Wealth in Your 50s

Not everyone starts saving for retirement at the same time. Of course, the earlier, the better, but it is never too late to get on track. For many Americans, hitting the 50-year mark triggers a shift in mentality regarding their finances. Retirement is fast approaching, and you want to ensure you have enough money when…

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How to Invest for Retirement

With the cost of living and the average life expectancy both on the rise, retirement planning has become more critical than ever. Everyone knows that they should start saving for retirement as soon as possible, but many people struggle with knowing how and where to invest their money.   Putting money away is just the…

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How Investments Make Money

Historically, investing has proven itself an excellent way to increase your wealth over time. It is strongly favored over basic savings accounts by financial experts and advisors around the world. Investing has the potential to bring financial goals like owning a home and retirement within reach.   But how exactly does the concept of ‘investing’…

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Roth IRA: Convert Now or Pay Later?

The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises, you have your answer. Now is the time. And the clock may be ticking. It’s likely these low tax rates won’t last until you retire…

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6 Mistakes to Avoid When Planning Your Retirement

When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. We picture a house near the beach or a golf course. We can get out of bed when we please, stay up all night if we want, and never worry about another missed deadline. A frosty…

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Unexpected Problems Can Hurt Your Retirement

As they look ahead to the future, too many retirement-minded investors simply haven’t paid enough attention to the setbacks and problems that can damage their plans and dreams for retirement. Frankly, too many investors don’t even know how to start their retirements by making smart decisions about turning on their Social Security benefits, pensions and…

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Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency

One of the best things a financial adviser can do for you is provide strategies that can help preserve your assets against risk. Most commonly, people think of diversifying their investments. But it’s not enough to diversify only your investments; you should also diversify your assets in tax-efficient accounts. The Roth IRA provides a great…

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