Top 10 Financial Tips – Set Yourself Up for Financial Success
Top 10 Financial Tips – Set Yourself Up for Financial Success From: blog.planetoffinance.com If there is one thing that stresses almost everyone it’s money. It seems as though there are…
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The next 4 years are going to be more difficult for investors
The next 4 years are going to be more difficult for investors From: marketwatch.com A bear market will still come, and you are still responsible for saving enough for retirement…
How Much Is an Advisor Worth?
How Much Is an Advisor Worth? Eric Nelson Does the Math From: thinkadvisor.com The Servo Wealth Management principal shows what an advisor can add, and what the absence of one…
How Senior Veterans Can Take Control of Their Finances
By Teresa Greenhill Moving into retirement can be a complicated financial time for anyone, but veterans have more considerations than your average civilian. Everything from medical costs to what kind…
Read moreWhat Will the World Be Like After Coronavirus? Four Possible Futures
…this future sees new democratic structures arise. Groupings of communities that are able to mobilize substantial resources with relative speed. People coming together to plan regional responses to stop disease…
What Makes Sequence of Returns Risk So Dangerous
What Makes Sequence of Returns Risk So Dangerous From: thinkadvisor.com Ron Surz uses a thought experiment to clarify sequence of returns risk and its perilous implications for target-date investors We…
Commentary: When It Comes Time to Buy, Will You Do It?
…• Preferred stocks generally return less than common stocks, but with that comes about half of the volatility (as measured by standard deviation). However, preferred stocks still walk up the…
Revocable Trusts May Be the Solution to Your Client’s Needs
Revocable Trusts May Be the Solution to Your Client’s Needs From: wealthmanagement.com A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t. A revocable…
What Is a Retirement Annuity?
…interest. “Insurance companies that create them pay high rates of commissions to encourage salesmen to market them,” Ashburn says. There could be a financial incentive for a salesperson to suggest…
Trumpeting 10 Year-End Tax Strategies Before They Evaporate
Trumpeting 10 Year-End Tax Strategies Before They Evaporate From: wealthmanagement.com In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning…
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