Protecting Your Teen's Trust

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2016

Worried About Protecting Your Assets If You Require Long-Term Care? What Are Your Options?

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If you’ve recently reached a birthday milestone that puts you at the same age as a parent or grandparent who passed away, you may be battling a variety of conflicting emotions – perhaps chief among them the wistfulness that you’ve now hit an age you once dismissed as impossibly old. While the Baby Boomer generation is expected to be the longest-lived one yet, hitting these types of milestones can serve as a grim reminder that time marches on – and if you’ve accumulated substantial assets during your working years, you may be dismayed at the thought of them being used to pay for your own long-term care rather than being passed down to your children or heirs after you’re gone.…

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Three Options To Consider When You Need A Guaranteed Investment Return

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Whether you prefer the security of a specified return or you need to diversify your investment portfolio, fixed rate investments have a spot in your financial holdings. Many individuals like to hold fixed rate products in addition to riskier stock investments to offset the stocks’ volatility. Retirees or those with a shorter investment time frame may also prefer a fixed return for extra security.  1. Fixed Rate Annuity When you invest in an annuity, you make a lump sum contribution in exchange for future payments.…

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Reducing Taxes During Retirement: Strategies And Passive Income Opportunities

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Reducing the amount of tax liability on your investments and retirement accounts is often priority number one among investors. There are a variety of strategies you can utilize to help reduce the amount you pay in retirement, once you reach that point in your life. Taking as many deductions and credits on your tax form as possible and maximizing your passive income opportunities are steps in the right direction. Fully understanding your investment options is crucial in order to maximize your tax benefits.…

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Questions You Should Ask Your Financial Planner Before You Retire

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When you find yourself approaching retirement, you’ll probably start thinking about all of that time you’ve spent with your financial planner. Don’t think that hitting retirement means that you won’t need his or her services anymore. In fact, as you prepare to retire, this is a crucial time to schedule another meeting with your financial planner to evaluate your situation. Here’s a look at a few things that you should discuss before you actually retire.…

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Renting In A Hot Buyer's Market? Should You Use Retirement Funds As A Down Payment?

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Although the subprime mortgage crisis that caused real estate prices around the country to plummet is less than a decade in the rearview mirror, housing prices have rebounded in many areas. If you find yourself in a housing market where prices seem to be rising exponentially, you may worry that you need to purchase now in order to preserve your ability to ever enter the world of homeownership. However, renting in these markets can be expensive, and saving up a down payment while prices continue to rise can be difficult.…

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Learn A Little About Forex Indicators Before You Jump Into Currency Trading

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Many people have an interest in jumping into the currency trading market. Before you start, you should take a moment to familiarize yourself with the various forex indicators. Are You Familiar With Technical Analysis? Are you familiar with technical analysis? It’s a term encompassing the charts, graphs, numbers, and statistical information used to analyze a security. Forex indicators are much the same thing. Indicators give you the information you need to check historical performance.…

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Addressing Two Concerns About Working With Private Wealth Management Specialists

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Managing your wealth can be a daunting task for individuals that have limited experience and interest in finances. Sadly, some people will overlook private wealth management services that can dramatically reduce the stress of managing large investments. If you are struggling to handle this aspect of your life, learning about these answers to private wealth management questions should help you to make informed choices for meeting your financial objectives. Can Private Wealth Management Specialists Help With Your Taxes?…

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Three Things You Need To Do To Retire At 55

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If retiring early is one of your life goals, now is the time to take action. The sooner you start saving for retirement, the sooner you can take advantage of the magic of compounding interest. However, it is essential to understand what financial options make sense when your goal is to retire at 55. 1. Save in a Roth IRA One of the advantages of using a Roth IRA to save for retirement is that you can withdraw the contributions at any time, regardless of your age.…

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3 Things That Private Equity Firms Look For When Investing

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If you are thinking about looking for a private equity firm to invest in your business, you might be looking for additional funding that can be used to boost your business and make it a true success. However, you could be wondering if your company has what it takes to secure this type of investor, and you could still be wondering if using a private equity firm is the right decision for your company.…

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