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How to Become a Millionaire on a $30k Salary

by James Thomas Hancock Level 11
Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative.   As it turns out becoming a millionaire ...(more)
Comment   |  19 hours ago
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The cost of indexing – and an approach how to reduce those costs

by Larry R Frank Sr Level 20
  There is a cost to indexing that most investors are unaware of. It is called “reconstitution.” What is reconstitution and how may the costs involved be solved? What is an index? An index tracks changes in the ...(more)
Comment   |  7 days ago from Roseville, CA
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Begun, This Credit Crunch Has (Probably)

by Hoy Carter Grimm Level 15
1983. Return of the Jedi hit theaters and President Reagan was proposing his own Star Wars Defense System.   While Trump is forming a new "Rebel Alliance" in Washington (yes, my son and I have tickets to the new ...(more)
Comment   |  Feb 08, 2017 from Maryville, TN
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Home Equity Line of Credit as a Financial Planning Tool

by Andrew Comstock, CFA Level 20
Home equity line of credits or HELOCs (pronounce he – locks) are usually thought of as a tool to pay for a kitchen remodel or to update a bathroom. Outside of the this use, they can be an important component of your ...(more)
Comment   |  Feb 02, 2017 from Leawood, KS
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THE TWO MOST IMPORTANT FINANCIAL TOOLS FOR 2017

by Gary Ray Duell Level 17
Think about common risks in your life and the tactics you use to minimize or avoid them.   If you're trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories ...(more)
Comment   |  Feb 01, 2017
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Is Holistic Planning Fun?

by Gary Ray Duell Level 17
The title of this post is a possibility, that holistic financial planning can be fun!  But in my experience that is almost, without exception, a myth.  Because holistic planning involves frank discussions of the ...(more)
Comment   |  Feb 01, 2017
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Ten Resolutions for the New Financial Year

by Anita Narendra Srivastava Level 8
http://www.ridgewoodmoms.com/single-post/2017/01/01/10-Resolutions-for-the-New-Financial-Year-by-Anita-Srivastava(more)
Comment   |  Feb 01, 2017
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Do you know who your beneficiaries are?

by Anita Narendra Srivastava Level 8
http://www.ridgewoodmoms.com/single-post/2017/01/16/Do-You-Know-Who-Your-Beneficiaries-Are-By-Anita-Srivastava  (more)
Comment   |  Feb 01, 2017
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Boredom Can Be an Investors Enemy

by Andrew Comstock, CFA Level 20
I just finished Michael Lewis’ new book, The Undoing Project. My copy is methodically dogeared and underlined, but one passage has stuck with me since I read it. If people thought that a coin, after landing on heads ...(more)
Comment   |  Jan 24, 2017 from Leawood, KS
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Strategies For Your ESPP

by Andrew Comstock, CFA Level 20
Employee stock purchase plans (ESPP) can be an overlooked benefit from your employer and you could be leaving a thousand of dollars each year on the table by not participating! ESPPs can be an important helper in ...(more)
Comment   |  Jan 24, 2017 from Leawood, KS
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Why Did Billionaires Bet Big on 2016 Stock Market Crash?

by James Thomas Hancock Level 11
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the headlines and articles most of the time.  But, a ...(more)
Comment   |  Jan 11, 2017
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Behavioral Finance Has Become Increasingly Important

by Colin Britton Exelby Level 6
I think people generally realize that buying high and selling low isn’t a good strategy.  However, year after year the research shows that individual investors tend to buy asset classes or sectors after periods of ...(more)
Comment   |  Jan 05, 2017 from Towson, MD
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Five Tips to Prepare For Taxes

by Martin A Federici Level 6
It’s that time of year – tax preparation season will be here before you know it!  I’m sure some of you dread this time of year, but I’ve got a few suggestions that can make it a bit more bearable and help you in the ...(more)
Comment   |  Jan 09, 2017 from Dallas, PA
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High Return Investment Risk

by Martin A. Smith, CRPC®, AIFA® Level 19
Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on ...(more)
Comment   |  Dec 24, 2016 from Bethesda, MD
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Diversification: The Whole Is Greater Than The Sum Of The Parts

by David Fabian Level 19
There is an old saying on Wall Street that if you aren’t worried about something in your portfolio, then you probably aren’t diversified enough.  This notion certainly comes to mind when identifying positions with ...(more)
Comment   |  Dec 21, 2016 from Irvine, CA
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LLC tax deductions list for your small business

by Edin Cuskovic Level 8
Your LLC and the tax man  You started a business and decided to form an LLC.  The legal protections LLCs offer over a sole proprietorship are worth the couple hundred bucks you spent, and now you’re up and running and ...(more)
Comment   |  Dec 19, 2016
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2016 W2 form is due to the IRS by January 31

by Edin Cuskovic Level 8
2016 W2 form and 1099 MISC form is due to the IRS by January 31 by Employers.  This is in contrast to previous years, in which companies had to report W2 forms to the IRS by the end of February.  Employees are still ...(more)
Comment   |  Jan 08, 2017
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End-of-the-Year Money Moves for 2016--IT'S NOT TOO LATE!

by Kari Middleton Hendrix Level 11
End-of-the-Year Money Moves for 2016 Here are some things you might want to do before saying "goodbye" to 2016.  Provided by Kari Middleton, PPC                        What has changed for you in 2016? Did you start ...(more)
Comment   |  Dec 19, 2016 from Palm Desert, CA
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All Your Money At One Fund Company? You May Be Selling Yourself Short

by David Fabian Level 19
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth.  I see it quite frequently when I review portfolios for prospective clients.  “I’m a ...(more)
Comment   |  Dec 15, 2016 from Irvine, CA
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$377,412 For Medicare! Really?

by Nathan Garcia, CFP® Level 15
The average 65 year old couple will need about $377,412 over their lifetime for healthcare in retirement. That amount includes deductibles for Medicare Part B & D as well as co-pays and co-insurance. If you think ...(more)
Comment   |  Dec 12, 2016
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