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    5 Things to Ask Before Considering a Robo-Advisor

    With the vast increases in technology occurring over the last few years, it should come as no surprise that investing is finding a home on the internet. Robo advisors are increasingly popular, and offer some obvious benefits over traditional financial planners.  Some of these benefits include lower initial investments, 24/7 access to your portfolio, smaller […] More

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    Are Bonds Worth It Anymore?

    There are so many different options associated with saving that we cannot even begin to understand them all. However, we can try. We can try to explain to you what it means to have a certain type of savings for your retirement or just as a form of savings in general. One of the questions […] More

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    Five Great Reasons to Open a CD Right Now

    The amazing thing about a Certificate of Deposit is that you can do anything you want with it. You can have it for a long time, you can have it for a short period of time. You can have it in this bank or that bank. You can cash it out at the end of […] More

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    Why It’s Important to Read the Fine Print Before Opening A CD

    When it’s time to choose a place to keep your money, so many Americans are quick to jump on the CD bandwagon. Certificates of Deposit are a great form of savings, but they are not always so easy to understand. Fine print is the worst, and no one likes to read it. I don’t have […] More

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    The Simple Reason You Might Want to Reconsider an Online Brokerage

    Online brokerages are a huge rage at the moment, and they’ve been steadily increasing their appeal for a while now. While many investors prefer a traditional brick-and-mortar bank, online brokerages are becoming more and more popular each day. One of the biggest reasons that people are looking for an online brokerage with which to work […] More

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    Choosing the Right CD Account for Your Financial Needs

    Who doesn’t love predictability? I thrive on predictability; to the point that when anything does not go my way, according to my schedule and my timeline and my plan on any given day, I’m suddenly discombobulated and out-of-sorts. Fortunately, it does not happen all that often, and that is saying something for a wife and […] More

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    Are Bonds Beneficial Forms of Retirement Savings?

    In September, I’ll turn 33. I’m putting some serious thought into retirement. Okay, so I’m putting money away for retirement and dreaming of the days when my kids are big enough to use the potty without any of my assistance required, and the day that they don’t wake me up at 7 am on weekends. […] More

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    Five Index Funds You Can Buy and Hold for a Lifetime

    If you want to invest and diversify your portfolio, you should consider investing in index funds you can buy and hold forever. It might sound a little counterintuitive since you typically don’t invest in the same thing and keep that investment forever. That doesn’t sound like much of a risk. Actually, investing in index funds […] More

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    How to Turn a Losing Investment into a Tax Break

    There are a few things in life that absolutely no one looks forward to or cares for in the least; losing investments and taxes. On that note, I’m almost positive that I speak for just about everyone, ever, when it comes to that very broad and sweeping statement. Fortunately, we can find tax breaks in […] More

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