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Put It in a Letter

30 Jul Put It in a Letter

Express your wishes for how you are remembered by loved ones. Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral...

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What Is a Fiduciary Advisor?

25 Jul What Is a Fiduciary Advisor?

 When working with a financial advisor, it’s crucial to know if that advisor is a fiduciary. Doing so can give you a better understanding of whether that professional might have conflicts of interest and whether they will give you financial advice that benefits you first...

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Why Should I Roll Over My 401(k)?

11 Jul Why Should I Roll Over My 401(k)?

 If you have a 401(k) account through an employer and you leave your job or retire, you often have a choice to either keep your money in your old employer’s 401(k) plan or roll over the balance into another retirement account. A key reason that people...

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What Is a Fee-Only Financial Advisor?

21 May What Is a Fee-Only Financial Advisor?

     There are many types of financial advisors, and the terms used to describe them can be confusing or sound interchangeable. However, when you’re trying to find an advisor, it’s important to understand the differences in how they are compensated so that you can make the...

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