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Tag: Investing

resource

Are You on Track to Be a Millionaire?

This PDF will let you know! Are you on track to be a millionaire by 65? Do you want to…

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Are You a Prodigious Accumulator of Wealth?

Is your net worth on-track for retirement? A Prodigious Accumulator of Wealth (PAW) has twice or more than the expected…

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faq

I’ve Maxed Out My Retirement Accounts. Now What?

Brokerage accounts can be a great solution. We recommend saving 20-25% towards retirement. For many high-income earners, saving just to…

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article

Are We Headed for a Recession in 2022?

The S&P 500 is down nearly 15% year-to-date, the economy unexpectedly shrank last quarter, and financial experts say there is…

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article

Are We Headed for a Period of Stagflation?

Stagflation is when a country experiences a stagnant economy and high inflation, typically accompanied by high unemployment. The word “stagflation”…

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article

Everything You Need To Know About Health Savings Accounts

Triple tax advantaged Health Savings Accounts, or HSAs, can be one of your most powerful retirement savings vehicles, but not…

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article

Are Target Date Retirement Funds Still a Smart Investment?

Target date retirement funds, in particular target date index funds, can be a great set-it-and-forget-it investment option for younger investors…

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article

Is Inflation Here To Stay?

Inflation has been on everyone’s mind recently, whether you’re in the financial world or not. The consumer price index (CPI)…

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episode

Financial Advisors React to Terrible Crypto Advice!

The rise of crypto has created a unique opportunity for financial charlatans to prey on those looking for a quick…

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episode

The Secret Investing Strategies of the 1%

Wealthy Americans have tools to build wealth that everyone isn’t aware of, and they may not be what you think.…

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