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7 Clever Ways to Save for Your Down Payment in Record Time
Discover the little-known strategies a financial planner reveals to help first-time home buyers save for a down payment ...
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We’re in our mid-30s with $2 million saved – is it time to consider working with a financial advisor?
This Redditor recently hit their own magic net worth number.  The question here is whether or not to hire a financial planner ...
7 Banking Mistakes To Avoid If You Have a Side Gig
While many Americans are relying on side hustles to get by, it's pivotal that you avoid certain banking mistakes if you want ...
When a spouse dies, there can be a 'tax explosion' for the one left behind
Another way to leave tax-free money to a surviving spouse is with life insurance. A small policy can put cash in the hands of a surviving spouse for funeral expenses and paying off debts. A bigger ...
Your cash emergency fund probably isn't going to cut it in this economy
"Three months is cutting it close" and only advisable if a person has a high level of job security, such as those in civil service jobs, John R. Power, a financial planner in Massachusetts, told ...
I’m a Retirement Planner: 6 Things You Shouldn’t Do at the Start of the New Year
January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...
Millennials and Gen X want to share wealth now. Boomers will wait until they're dead.
A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.