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5 Best Resources for Millennials Without Pensions
A pension is an employer-sponsored retirement plan that provides a monthly income once you retire. Employees will make contributions to a pool of funds set aside for their future benefit so that they can receive periodic payments once they're ready to retire. Pensions have allowed employees to reap the rewards of retir
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5 questions to ask at your first financial planning appointment
Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
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5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
Making enough money is just the beginning—then you have to manage it. Everyone, from recent college graduates to those well established in their careers, can reap the benefits of advancing their personal financial literacy.
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9 better ways to use your tax refund instead of spending it
Hopefully, you've completed and sent off your tax return by now. While some of us may owe Uncle Sam money, others are getting a nice hefty refund
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Are Parents Ready to Keep the Bank of Mom and Dad Open?
Over half of Gen Z adults reported that they don’t pay for their own housing, and parents of adult Gen Zers expect to give their children $1,813 a month in 2025.
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As health care costs rise, what options are best for small business owners in 2019?
How much does healthcare cost a small business and their employees? Short answer? A lot. A typical employee's individual policy ran almost $7,000
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Would You Pack Your Lunch for $1.2 Million?
It's easy to eat lunch out. It's convenient. It's a nice break from work, and, boy, is it delicious. And how much does it cost? Not much at all. "Just a few dollars." Well, that's what marketers want you to think.
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SECURE Act: How it Can Affect Your Estate Planning
When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
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Service Bundling Strategy – 7 Benefits for Your Small Business
A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
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Missed Rents’ Impact on Real Estate
By Niel Harmse & Bryan Reid of MSCI Real EstateLockdowns and social distancing have impacted many tenant businesses, resulting in an unprecedented number of requests for rental relief, stressing real estate rental income streams. For equity investors, income returns have weakened, despite softening asset values. Recent