Target Date Funds – What You Need to Know!

Target date funds are seeing increasing popularity among investors. Many 401K plans and other work-sponsored retirement accounts now offer a variety of target date funds. Why are they becoming so popular? What do you need to know about these investment vehicles? Target date funds help address a problem that many investors face. One of the …

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Buying a Timeshare – Is it Ever a Good Financial Decision?

Buying a timeshare is common in the United States. Statistics show that 1 out of every 12 Americans owned one in 2014. If you have ever been to a popular resort destination, chances are you are familiar with the sales presentations. You receive an offer for a free nights stay, admission to the amusement park …

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Annual Financial Review – Make This a Can’t Miss Habit

One of the best things you can do is perform an annual financial review. Life is constantly changing, and sometimes it is difficult to keep up with everything. When it comes to your money, take the time to review your situation and make sure everything is in order. The small amount of time invested can …

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Millennial Money Myths – How to Avoid Stereotypes and Succeed Financially

Millennials. Just the mere mention of the term brings out a variety of opinions. It always amazes me how certain generations get assigned a number of stereotypes. Stop me if you have heard these before:Millennials are lazy and entitled.This generation is so selfish and immature.Millennial money habits are terrible. This is truly the “me” generation.Millennials …

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Do You Need a Money Manager to be a Successful Investor?

Would you pay a huge percentage of your hard earned cash to have a money manager invest it for you? That doesn’t sound like a very good deal, but that is exactly what some people do. If you decide to work with an investment adviser, you need to make sure you are getting the appropriate …

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Fear of Investing – Conquer the Things Holding You Back

The fear of investing is a very powerful barrier for a lot of people. With constant talk of stock market crashes and economic slowdowns, it’s natural to have a cautious approach. However, investing is still one of the best wealth builders available for the majority.  It is important to consider facts over emotion when you …

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New Years Resolutions That Stick – Set Meaningful Goals

New Years Resolutions are an annual tradition for approximately 40% of Americans. Of the millions of people who set resolutions for the year, it is estimated that less than 10% actually succeed. Despite the best of intentions, why is it that most people do not accomplish what they set out to do? There are a …

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Living Trust – The Ultimate Cure All For Estate Planning?

Many people begin their estate planning efforts by drafting a will. Another common way people address their situation is through the use of a living trust. Living trusts have gained popularity in recent years, especially among those of the “baby boomer” generation. It is now common to see generic documents and online kits. Many of …

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Index Funds and Mutual Funds – What Should You Look For?

For the vast majority of investors, index and mutual funds are the preferred way to gain access to the stock market. In general, mutual funds are a pool of investments funded by shareholders that trades in diversified holdings which are selected and managed by a professional. Index funds are a pool of investments that match …

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