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Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.
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Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11 -
Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.
October 11 -
Clients are advised to have an emergency fund, create a monthly budget and repay their high interest debt.
October 10 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10Mercer Advisors -
Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.
October 9 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4