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Qualified vs. Non-Qualified – I Don’t Get It?!

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Qualified vs. Non-Qualified – I Don’t Get It?!

Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

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Rising Interest Rates & Financial Stocks

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Rising Interest Rates & Financial Stocks

Rising interest rates have many implications for the economy and therefore the stock market. Many feel the Fed will begin increasing the Fed Funds Rate – the rate at which banks lend to each other, sometime this year. On a standalone basis, rising rates have the potential to be very beneficial for a handful of financial stocks.

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Break Your “Boring Routine” by Asking “Why?”

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Break Your “Boring Routine” by Asking “Why?”

This time of year is often characterized by both reflection of the past and contemplation of the future.  Looking back on early 2014, I recall feeling like many aspects of my day-to-day routine were a real drag for me. At the time, I did not enjoy getting up each morning to go to work, coming home to then go work out and then ending up exhausted by the weekend.

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A Time for Giving

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A Time for Giving

Recently, my boyfriend and I decided to take part in our church’s Christmas donation for families in need. We picked a family number and were given a paper with a family of kids’ names, ages, gender and a couple of presents on their Christmas list.

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American and Immigrant Parents: Life Lessons about Money

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American and Immigrant Parents: Life Lessons about Money

Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

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Keynesian Economics

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Keynesian Economics

Published by Jake Bleicher When most people think about John Maynard Keynes they usually think about Keynesian economics. His work has helped to shape modern economic policy and played a monumental role in revitalizing the global economy after the Great Depression.

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Retirement Funding: More than a 401k Account

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Retirement Funding: More than a 401k Account

Published by Mark Petersen People have many different ways of saving for retirement. One may utilize pre-tax or post tax savings, invest in appreciating assets or collectibles or even allocate money to assets which may simply maintain their value over time.

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Creating an Enduring, Intangible Legacy

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Creating an Enduring, Intangible Legacy

Published by Beth Schanou, Creating a lasting legacy requires more than legal documents transferring material assets. Although a considerable amount of time is spent on the estate planning process, often the transfer of wisdom, insight, experience and other similar intangibles are not considered.

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5 Lessons Parents Should Teach Their Children About Finances

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5 Lessons Parents Should Teach Their Children About Finances

Published by Andrew Rogers Every year, millions of young adults graduate from high school and embark on a new journey in life.

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Don’t Treat Your Home Like A Cash Cow

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Don’t Treat Your Home Like A Cash Cow

Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.

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