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Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

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Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

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Financial Advice for Millennials, from a Millennial

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Financial Advice for Millennials, from a Millennial

There are a few specific challenges, and therefore specific solutions, that I see millennials facing. Let’s imagine a conversation I might have with this hypothetical 20- or 30-something, and look at some financial advice for millennials. 

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Weekly Market Commentary – March 9, 2020

Market Commentary

Weekly Market Commentary – March 9, 2020

Special Update: Global stocks dropped sharply on Monday based on a precipitous fall in oil prices. Global stocks dropped sharply on Monday morning. The catalyst for the decline was the inability of Russia and Saudi Arabia to reach a deal on controlling the supply of oil. Oil prices had already declined on concerns the coronavirus will sharply curtail demand for energy.

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Do these 4 things in your 30s if you want to be richer in your 40s, money experts say

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Do these 4 things in your 30s if you want to be richer in your 40s, money experts say

Leslie Thompson offers her advice for financial literacy as you move from your 30s into your 40s, noting the importance of weighing out options when building an established financial plan.

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Scared of Running Out of Money in Retirement? Here’s How to Avoid It

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Scared of Running Out of Money in Retirement? Here’s How to Avoid It

There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.

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5 Questions to Ask a Financial Professional

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5 Questions to Ask a Financial Professional

Have you wondered what you could gain by working with a financial professional? Many people consider working with an advisor when their finances have reached a certain point of complexity – they want someone else to step in to evaluate their situation and weigh in on what’s next.

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What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Monthly Newsletters

What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

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Weekly Market Commentary – March 2, 2020

Market Commentary

Weekly Market Commentary – March 2, 2020

Last week, investors moved from a “reality check” to a “gut check” as the selloff from the previous week accelerated sharply. The coronavirus continued to expand rapidly in South Korea, Italy, and Iran. Even though China’s number of new cases continues to drop, the virus keeps producing new cases in additional countries, including the U.S. The data underscores the steps being taken to limit the spread, but the virus has been difficult to contain.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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How to Grow (and Keep) Your Emergency Fund

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How to Grow (and Keep) Your Emergency Fund

The most solid strategy is to build an emergency fund – accessible, ready and able to support you and your family when you hit a rough patch. Let’s look at a few essentials on creating and protecting your rainy-day money, and how this fits into your overall wealth plan. 

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