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5 Questions to Ask Your Financial Advisor

When it comes to your financial situation, utilizing the services of a professional is invaluable.  Advisors assist with navigating major life decisions and developing a plan to help you achieve your financial goals. Deciding on the best person to fill these shoes, however, can be overwhelming. Here are important questions to consider asking a financial advisor:

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Avoid These Common Retiree Mistakes

Retirement is an exciting period for many people who are eager to say goodbye to long days at the office and hello to long days at the beach. However, entering retirement also means saying goodbye to a steady income stream. It is important that new retirees have a plan in place and avoid these common mistakes.

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Are You on Track for Retirement?

No matter your age, saving and planning for retirement is necessary. The sooner you begin putting money aside, the more prepared you will be when the time comes for this next chapter of your life. But how much is enough to ensure you will be financially secure? What is the optimal rate to set aside each paycheck? What if you started planning too late? Although it varies from situation to situation, here are some tips to consider:

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5 Money Saving Tips You Probably Don't Know

When choosing to save money, we immediately consider reducing our spending to have the ability to put more into our savings accounts. We may decide to eat out less or forego the annual family vacation to have additional funds to set aside. Although these are efficient savings mechanisms, there are other avenues you can also consider to help you meet your savings goals. 

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6 Steps to Consider if You're Nearing Retirement

The closer you get to retirement, the more concern you probably have regarding your portfolio. If you find that your portfolio is underperforming your expectations, consider taking these steps to help you get on track!

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Is a Roth 401(k) for You?

When considering retirement savings methods, the most common option people consider is their employer-sponsored 401(k).  Although not as often utilized, a Roth 401(k) is another beneficial way to plan for retirement. Unlike the traditional 401(k) that funds an investment account with pre-tax dollars, this employer-sponsored account allows income to be invested after tax. Here are highlights of this vehicle if the Roth 401(k) is a route you are considering.

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Merging Finances as a Couple

Merging finances as a couple can be an exciting, but challenging time. Taking this next step with your partner is one that requires open communication and it is imperative for both parties to agree on financial habits. Before moving forward, consider these steps to help you navigate your financial wellness.  

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Financial Skills Teens Need to Have

When growing up, many people do not learn the basics of financial education. This can cause them to make poor financial decisions in early adulthood that can lead to crippling debt amongst other problems. Parents should make sure their teens know about these financial skills to ensure they are able to make smart decisions while they are taking care of themselves.

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Investing in Your Child's Education

Education is important to many people. After all, education provides more opportunities, regardless of whether you go to college, learn independently, or study a trade. Parents often plan to support their children at least part of the way through their adult education, but far too few people know that these options are available for investing in their child’s future.

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Habits Effective Leaders Use

Leaders all have their own habits that help them conduct a successful day of work. These habits vary widely, but they are all useful in their own way. To help yourself be the most productive and effective leader possible, try incorporating some of these habits into your daily or weekly routine.

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Ways to Learn About Investing

Investing is a complex topic that many people are only familiar with on a surface level. However, it can be beneficial to spend the time learning about the many investment options available to you. To get started, check out a few of these resources.

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Potential Debt-Repayment Strategies

Debt is an unfortunate part of many people’s lives. Whether it be from student loans, mortgages, credit cards, or something else, debt can cause many people to get into financial situations that they need to dig their way out of. Luckily, there are many strategies you can use to tackle large or small debt, and each of them have their own merits.

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How COVID-19 Impacts Investments

COVID-19 is a pandemic that has not been rivalled in modern times. The impact it has in all areas of life is tremendous, and thus, there are naturally going to be impacts to people’s investments. Although the scope is wide-ranging, it is still a good idea to consider how your investments are being impacted by the current situation.

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Emergency Savings Everyone Should Have

Nobody wants to be caught in the midst of an emergency without money. Unfortunately, for many Americans, emergency savings just aren’t something they have readily available. However, it is essential that you save for many different types of emergencies. Although it is possible to have one large emergency fund to be used for anything that comes up, let’s look at a few different emergencies that you should separate money to address.

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Setting Boundaries as a Leader

As a leader, it can be tempting to overwork yourself for the good of the team. After all, many people rely on you to help them fix their problems, so saying no is not always an option. However, far too many leaders work late nights and weekends, and it can be even more difficult to avoid this when you are stuck working from home. Still, it is important to find ways to separate work from home, so follow these tips to help you keep a hold on your life.

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It's Best to Invest Now

Investing is a topic many people push off until they are well-established in their lives. People in their 20s may assume that since they have 40+ years until they retire, they can invest when they’re a bit older. However, it is never too early to invest in your future, and waiting just a few years can have a significant impact on your return.

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Top 4 Ways to Take Control of Your Finances

Taking the first step toward control over your finances is a big move, but it can pay off well in the future. Financial health can play a role in many areas of your life, from day-to-day quality of living to your retirement plans. Getting started with an active approach to finance is not that difficult, so let’s look at four ways you can get started today.

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Stock Investing Reminders

When it comes to investing, the first thing many people think of is the stock market. Stocks are a high-risk, high-reward option. As such, they can be really beneficial, but they can also cause people to lose a significant amount of money. Before investing in stocks, keep in mind the following points.

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How to Teach Kids About Finance

Financial education is, unfortunately, not as prevalent in the modern American school system as it should be. Kids and teens are growing up unaware of how to manage their finances, which can lead to poor financial decisions as adults. Parents have to take on this subject area and teach their children how to understand various financial choices and make smart decisions. If you are not sure how to get started, here are some things you can do to equip your child for their financial future.

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Challenges of Investing

Investing is practically a necessity if you hope to retire or live a more comfortable life in the future. Although you can get by on savings when done right, investing provides an opportunity to increase your wealth without making too many sacrifices today. However, investing does come with some challenges, which should not be overlooked. To ensure you are prepared for the difficulties of investing, take a close look at each one of these points and do what you can to mitigate their risks.

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