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Start Saving at 30 Not 40 If You Want to Be a Millionaire

Start Saving at 30 Not 40 If You Want to Be a Millionaire

If you want to be a millionaire, start saving at 30 not 40. By the time you turn 30, you’re likely well into your professional career and earning more than you spend.

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Balancing Capital Gains and Roth Conversions

Balancing Capital Gains and Roth Conversions

Tax Planning. Try to create tax efficient income by balancing capital gains and Roth conversions.

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Financial Planning Is Forecasting

Financial Planning Is Forecasting

A critical part of financial planning is developing a strategy that will deliver results that support your goals. This requires forecasting

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In the Digital World, Nothing Is Really Free

In the Digital World, Nothing Is Really Free

When Charles Schwab announced it would offer its clients commission-free trading accounts, it set off a domino effect across the other retail brokerages.

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Options Are Great, But Too Many Can Be Debilitating

Options Are Great, But Too Many Can Be Debilitating

Consider an investor building a portfolio for retirement. There are over 3,500 stocks, 8,000 mutual funds, and 2,200 exchange traded funds in the US alone. Building an optimized

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5 Things You Need to Know If You Want to Be a Property Manager

5 Things You Need to Know If You Want to Be a Property Manager

Like any investment, a comprehensive understanding of the landscape in which you’re investing is required. For a house you plan to operate as a rental property, you have a down pay

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