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Seven Financial Actions to Consider Before 2017

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Seven Financial Actions to Consider Before 2017

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st.

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Millennials

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Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Click here to open fullscreen

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KPIs Run Amok

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KPIs Run Amok

Published By: Ron Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement in a suit that accused it of creating up to 2 million credit card and deposit accounts for customers who did not authorize them.

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A True Wealth Moment

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A True Wealth Moment

Have you ever had a moment when it seems like time stops for a second and you say to yourself, “wow…this is awesome”, or you have a wave of happiness and the feeling of being very grateful for life? I define these times as True Wealth moments.

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Be a Math Teacher and Prepare Your Clients for Success

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Be a Math Teacher and Prepare Your Clients for Success

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

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Estate Planning

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Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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Your Financial Diagnosis

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Your Financial Diagnosis

For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.

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Common Questions: Wills v. Trusts

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Common Questions: Wills v. Trusts

It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?

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Are You a Conservative Investor?

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Are You a Conservative Investor?

Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

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Back 2 Basics

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Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

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