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Families have choices when it comes to securing their savings for future generations. An option to consider is a Custodial Account. While most people are familiar with the idea of a Trust Fund, Custodial Accounts are similar to Trusts but controlled by an adult on behalf of a minor. The custodian (the organization that holds […]
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The wealth management industry is highly regulated with several agencies watching over it. However, as with any financial decision it is smart to be educated when selecting someone to assist you in managing your money. Here are a few questions to ask when selecting a wealth manager to help handle the future of your personal […]
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Make your annual investment early in the year and let compounding work for you. To make the most of your IRA, you should invest the maximum amount allowable as early in the year as you can. An investment every January 1st, rather than waiting until December 31st, can substantially better your results. Source: *Bankrate *BankRate.com® is a […]
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Early Investments Pay Off You’re 24, out of school, just starting out or just starting to advance in your career, and steadily paying back your student loans. Maybe you’re thinking about getting married, buying a house and starting a family. Perhaps you’d like to use your annual vacation time and travel; broaden your horizons. You’re […]
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If you’re like most Americans, you have a job, a family, and a life that takes up a good percentage of your time and energy throughout the week. You’re great at what you do, but chances are your profession doesn’t involve expertise in investment research, analysis and management. You know that investing provides the potential […]