Archive for Developer

15th Sep, 2017

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Should you get travel insurance?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Vacations are worthwhile investments that require logistical and financial planning, often months in advance. What you put in shapes what you’ll get back. So when does it make sense to add travel insurance to your vacation checklist?

Consider the Coverage You Might Need
Most travel insurance policies address three main facets of travel: medical situations, loss/theft…

50 Things: What a Professional Financial Advisor Does for You

15th Sep, 2017

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50 Things: What a Professional Financial Advisor Does for You

Financial Planning

  1. Cares more about you and your money than anyone who doesn’t share your last name.
  2. Guides you to think about areas of your financial life you may not have considered.
  3. Formalizes your goals and puts them in writing.
  4. Helps you prioritize your financial opportunities.
  5. Helps you determine realistic goals.

History of U.S. Bear and Bull Markets since 1926

7th Sep, 2017

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“This chart shows historical performance of the S&P 500 index throughout the U.S. Bull and Bear Markets from 1926 through 2016. Although past performance is no guarantee of future results, we believe looking at the history of the market’s expansions and recessions helps to gain a fresh perspective on the benefits of investing for the long-term.”

David H. Morgan on Investopedia

6th Sep, 2017

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David H. Morgan on Investopedia

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just…

31st Aug, 2017

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Estate Planning as a Gesture of Affection

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

An uncertain future can be a great motivator for putting together a financial plan. Knowing you’re prepared and that your loved ones will be taken care of after you’re gone can provide peace of mind to everyone involved.

While it’s a tough conversation to have, you can’t afford to put it off. In fact, as the boomer…

The Value of a Fiduciary Advisor Reaches 4% in 2017

29th Aug, 2017

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The Value of a Fiduciary Advisor Reaches 4% in 2017

From: www.iris.xyz

Written by: Brad Jung | Russell Investments

Updating our annual “Value of an advisor” study for 2017 seems especially relevant given the spotlight that the DOL fiduciary rule has shone on all manner of fees in recent months. Regardless if the fiduciary rule is materially changed or not during the current delay, the fact remains that…

18th Aug, 2017

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When It May Be Good to Borrow Money

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

At first glance, the data looks bleak: Nearly three-fourths of Americans are in some kind of debt. While that may sound troubling, consider that not all debt is bad. In fact, borrowing sums of money with a legally bound promise to pay it back can demonstrate trustworthiness to institutions and is often a…

Financial Priorities Young Families Should Address

16th Aug, 2017

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Financial Priorities Young Families Should Address

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Wise money moves for parents under 40.

As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids.

Parenting presents you with definite, sudden, financial needs to address. By focusing on those needs today,…