A Boomer’s Guide to Retirement Income

As a baby boomer, planning for retirement income can be one of the most significant financial decisions to make. Whether a new investor or a professional, understanding how to generate…

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What are Fee-Only Advisors?

When it comes to managing personal finances, many don’t have the time, expertise, or inclination to handle it all by themselves. Finances can be a confusing and intimidating topic, especially…

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What is a Registered Investment Advisor?

Investing money is exciting, but it can also be a source of anxiety, especially for those new to the world of investing. As an investor, there are many options available…

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Should I Invest in Cryptocurrency?

Cryptocurrency has become a buzzword in recent years, with everyone from teenagers to seasoned investors looking to get a piece of the pie. But what exactly is it, and should…

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What Are Money Scams and How Do You Avoid Them?

For many tax-paying citizens and older adults, working hard every day to earn a living and provide for themselves and their families is a way to provide financial security long-term….

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What are Roth 401k Withdrawal Rules?

Many people have a traditional 401k through their employer. But what if there was another type of 401k that could offer you even more tax benefits? Meet the Roth 401k….

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Preferred Stock vs. Common Stock: What’s the Difference?

Are you considering investing in stocks? Or maybe you’re new to investing and asking yourself, Preferred Stock vs. Common Stock: what is the difference between the two? Understanding common and preferred…

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Executive Deferred Compensation Plans

An executive deferred compensation plan is a retirement savings plan used by high-level employees, such as CEOs and other executives, to save for their retirement years. This may be the…

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What is a Wealth Manager?

Navigating the world of finance and investments can be daunting for new investors or professionals seeking to grow and protect their wealth. With an overwhelming amount of information, countless investment…

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What is the Minimum Amount for Investing in a Mutual Fund?

For many investors, investing in mutual funds can be a great way to diversify a portfolio without needing much money. But what is the minimum amount you need to invest…

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