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Category: Education


A third of adults age 50 and over aren't prepared for retirement 

Katie Brockman | The Motley Fool | Jul 30th, 2019
Category: Education

Retirement can be one of the happiest stages of your life, but it can also be one of the most stressful if you're not prepared for it. Nearly a third of adults

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The Logic Behind the Bonds That Eat Your Money 

John Ainger | Bloomberg | Jul 24th, 2019
Category: Education

One of the basic assumptions of debt is that ­borrowers pay interest to lenders. That idea has been upended in the global bond market. There’s now about

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7 questions to ask a financial adviser before you hire them to manage your money 

Tanza Loudenback | Business Insider | Jul 6th, 2019
Category: Education

Handing over control of your money can be scary, but there are a few important questions you can ask to find the right person for the job. Financial adviser is

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Technology Could Change Personal Finance, But Only if We Get Better at Using It 

John Rampton | Barron's | Jun 17th, 2019
Category: Education

You don’t have to look very hard to see a grim picture of personal finance trends in America. From rising credit card and student loan debt to a severe lack

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4 Tips On Avoiding The 10% Early Distribution Penalty On IRA Distributions 

Denise Appleby | Forbes | Jul 2nd, 2019
Category: Education

IRA distributions that you take before you reach age 59-½ (early distributions) are subject to a 10% additional tax (early distribution penalty), which is

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


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A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.