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LATEST ARTICLES
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Financial Planning for the Emerging Affluent
Are you a busy professional in your 30s or 40s beginning to accumulate wealth? A financial advisor who specializes in serving emerging affluent clients can help you enjoy life more with less money stress. In the US, households with investable assets of $500K to $1M are generally known as the mass affluent. If you’re on…
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Financial Planning for Dentists
Dentists have unique financial planning needs. Financial advisors specializing in serving dentists help them make smarter money moves to achieve their goals and enjoy a comfortable retirement. While dentists, on average, rank among the highest-earning occupations in the United States, expenses can often take a considerable bite out of the total compensation they take home.…
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Financial Planning & Tax Implications for International Students
Are you an international student attending school in the United States? It’s important to learn how your status and circumstances impact your finances and taxes. But where can you get the information you need to know so you can make smarter financial decisions both on and off campus? The university you’re attending may offer useful resources…
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Can You Afford to Retire Early?
Does the idea of early retirement sound appealing? It’s a lifelong dream for millions of Americans, but it could also become a reality when you make smart money moves at the right times. Achieving early retirement often requires sacrifices throughout your life. In your working years, you’ll need to avoid the temptation of keeping up…
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9 Surprising S&P 500 Index Facts To Know Before You Invest
Warren Buffet, one of the greatest investors of all time, famously said investing in low-cost index funds, and especially index funds following the Standard & Poor 500 index (S&P 500®) are best for most people. If you want to follow that advice, remember the well-known admonition: “It Ain’t What You Don’t Know That Gets You…
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What Happens to Your 401(k) When You Quit Your Job?
It was the end of 2008. After a long time contemplating it, I finally pulled the trigger. I gave my supervisor my resignation letter. It was past time to go elsewhere. It was probably the second-best professional move I ever made. The best one was what I did a couple of years later when my…
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30+ “Support Small Business” Quotes that will Convince You to Shop Local
Before big box stores or two-day Prime delivery, Mom and Pop stores were the only way to go. Although it may seem as if those days are gone, they’ve simply been re-imagined. Mom and Pop shops are alive and well, and we hope these support small business quotes will encourage you to buy local first.…
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Top Financial Certifications to Know Before You Hire a Financial Professional
Before you hire any professional, it’s essential to consider their qualifications to ensure they have the proper education and experience for your individual circumstances. Since financial professionals have varying degrees of formal education and experience, it’s even more important to do your homework when researching financial advisors and coaches. You’ll find that many financial advisors…
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Thoughtful Ways to Rate Every Money Action Good to Best, Bad to Worst
This morning I was going through a morning ritual – reading interesting Medium stories. One was Ed Luo’s “I achieved FIRE at 31 — 5 factors to consider or you might get burned.” An interesting read in general, it included this one line that really resonated: “Our world is materialistic and revolves around mass consumerism,…
