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10 Best Financial Benefits for Military Families
Members of the military have a lot of special financial challenges that most people don't encounter. However, they have access to many benefits, tax breaks and legal protections that can make a huge difference in their families' personal finances. Here are ten of the...
5 Helpful Halloween Tricks to Navigating a Scary Stock Market
Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a haunted house. With recession fears mounting, what can investors do to stay the course and escape unscathed? Here we discuss five tricks to help you navigate a scary...
The Differences Between Growth, Core & Value
Are you a Growth investor or a Value investor? Or do you prefer a mix of the two? Understanding your style of investing is an important step in deciding where to allocate your portfolio – but trying to predict which style will outperform relative to the other is as...
High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even...
How 1% Can Make a Big Difference When Retired
Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share of anything, 1% can actually make a tremendous difference to your financial security. Even fractions of a percent added to investment returns over time can redefine...
Tax Planning Tips – Life Insurance
Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment vehicles has grown blurry. To...
Designating a Beneficiary for Life Insurance
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you (at least at the time the contract is...
New Job and Four Tips for Your New 401(k)
Saving for retirement is important for all ages, the key is to start early Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all...
Life Insurance for the Self-Employed
If you're like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you're self-employed, you may have an even greater need for life insurance: You'll want to protect your family after you die, as well as...
Weekly Market Commentary: WHAT A WEEK
FED MEETING RECAP: MARKET GETS A WHIFF OF A PIVOT Let’s start our recap of the epic week with the Fed meeting. Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break...
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