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Tag: Investing

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Why Invest in Taxable Accounts When There Are Ways to Access Funds Before Age 59?

Even for those retiring early, there are ways to access tax-advantaged accounts early. If you can do this, is there…

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Is This Retirement Investing Strategy Smart?

Index target date funds are made of indexes that you can add to your own portfolio. Is it a good…

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What Rate of Return Should I Expect? (Is 8% Too Aggressive?)

The stock market hasn’t been around forever, and there’s no guarantee that average returns will remain the same in the…

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Is My 90% Traditional and 10% Roth Investment Strategy Backwards?

It’s not uncommon to reach retirement and have a large amount invested in pre-tax retirement accounts. What should you do…

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How Chasing Trends Can Leave You Broke! (Speculation vs. Investing)

There’s a big difference between speculating and investing. Speculating: A short-term strategy that involves buying and selling assets quickly in…

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At What Point Should I Take Profits from Stock Picks? (Up 80%)

If you pick individual stocks, how do you decide when to sell them? We give our thoughts on individual stock…

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From $0 to Millionaire in 10 Years (Is it Possible?)

How can you become a millionaire in 10 years or less? We’ll discuss common ways we see millionaires build wealth…

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Where and How Should I Invest If I Want My Child to Be a Millionaire by 65?

In this highlight, we discuss where you should invest your dollars if you want your child to be on track…

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How to Balance Investing for Your Future vs. Your Children’s

It can be difficult to navigate saving for yourself as well as your children. In this highlight, we discuss how…

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How Will AI Impact the Financial Industry? #trending

In this highlight, we discuss how AI is impacting the financial industry and what you should be aware of.

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