teaching teens about financial planning for retirement

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Planning For Extended Travel? 5 Financial Planning Steps To Take

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Are you planning to leave home to travel for an extended period? Whether it’s a long stay with the grandkids or your gap year tour, preparation is key to having a great time and keeping your life in order at the same time. What financial moves can you make in advance to help avoid problems both now and in the future? Here are a few steps to take. 1. Build Up Savings…

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Making Environmentally Friendly Investment Choices

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There are many individuals that will be highly concerned about the environment. For these individuals, there are numerous ways that they can help to lessen the environmental damage that they are contributing to. However, a person may not realize that their investment approach can also be a tool for them to advocate for environmental sustainability. Environmentally Sustainable Investing Can Be A Profitable Way To Help The Environment Some individuals may assume that environmentally sustainable investing will always require a person to avoid investing in potential companies.…

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4 Benefits of Consulting a Premarital Financial Coach

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Getting married is a huge step in a person’s life. It is important to be prepared for everything that comes with marriage, including the financial aspects. That is where premarital financial coaching comes in. A premarital financial coach can help a couple get on the same page financially and make sure they are ready for the financial challenges and rewards of married life. Pre-marital financial coaching also helps couples create a roadmap for their financial future and avoid potential problems down the road.…

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End 2021 On A Positive Note By Making One Of These Financial Planning Moves

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The end of the year is always a good time for both reflection and thinking about the future. But before you set your sights on changes and plan for 2022, you still have time to make some positive changes in 2021. Consider your financial life. Would you like to look back on this year knowing you took steps to improve your finances? Here are a few financial planning steps anyone can take before the New Year.…

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Have A Pension Plan? 5 Retirement Planning Decisions You Face

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Are you one of the dwindling number of American workers with access to an employer pension? If so, you may have a head start on retirement planning. But you also face different decisions than those without a pension. What sort of decisions must you make, and how can you make the right ones? Here’s what you need to know. 1. Monthly Benefits or Lump Sum Most pensions offer the chance to take your accumulated savings out of the plan when you retire and get a lump sum instead.…

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Marrying A Rich Spouse? 5 Money Moves For Success

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Are you marrying someone who has significantly more assets than you do? If so, then now is the time to take some important financial steps both on your own and as a couple. Doing so will help ensure a happier relationship and happier individuals. So, what are some of these moves to make? Here are some to consider. 1. Meet Together With a Financial Planner The most successful financial plans for couples are those which are made as a family.…

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5 Tips to Make Tax Refunds Part of Your Financial Plan

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Is your tax refund part of your financial plan? If you’re not using this financial tool to its greatest advantage in improving your finances, here are five tips to make it work harder. 1. Prepare Your Taxes Early. Even though Americans are not generally required to file their personal income taxes until April 15 (or even later), you do well to schedule your tax preparation appointment as early as possible. This gives you plenty of time to plan before receiving that check or receiving a bill.…

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Financial Advisor: 3 Reasons You Might Need Their Help

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The ability to create wealth depends on your ability to make the right financial decisions. With proper financial management, it becomes easier to achieve short-term objectives such as debt reduction and long-term goals such as investments. However, making the right financial decisions can be mindboggling without the help of a financial consultant.  For that reason, it’s advisable to seek a financial advisor’s help to avoid making mistakes that affect your financial stability.…

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3 Ways A Financial Advisor Will Help Enhance The Growth Of Your Business

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Everyone starts a business expecting that it will expand and thrive even amid stiff competition. However, the success of any business depends on the plans and objectives the owner has. You may have some good business plans, but you may not realize most of them if you don’t find ways to implement them. Seeking help from an experienced financial advisor is one of the smartest ways to help your business thrive.…

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How Wealth Manangement Planning Is Different From Other Financial Advice

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At first blush, the concept of wealth management planning might sound a lot like another term for financial advice. Wealth managers and financial advisors, however, operate in significantly different domains and work with clients who have different goals. Here are 5 ways wealth management is different. More Money The biggest distinguishing feature is what the term wealth means. Generally, wealth management applies to work for clients who either have large reserves of money and essentially live off the interest or earn annual incomes in the hundreds of thousands or millions of dollars.…

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