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Financial Planning February 4th, 2019 In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.Scroll through the…

  • TheKnot February 2019 If you’re planning a wedding, this conversation is a must. Having debt is nothing to be ashamed of. In fact, according to CNBC, 70 percent of college students graduate with student loan debt (the most common type of debt faced by newlyweds). But if you do have debt (or your partner does), the one thing you need to do—no matter how uncomfortable or awkward it feels—is discuss it with each other. “It’s important you’re transparent, for better or worse,” says Jeff Motske, president and CEO of Trilogy Financial and author of The Couple’s Guide to Financial Compatibility. “Get it out on the table now,…

  • Cheapism February 21st, 2019 RETIREMENT RECONSIDEREDRoughly 1 in 2 Americans retire between the ages of 61 and 65, and nearly 1 in 5 retire before that. Most Americans also now take Social Security before their full retirement age, which varies by year of birth. Not only are people retiring earlier, but they're also living longer — much longer — and there's mounting evidence to suggest that early retirement often doesn't translate into just a few extra years of golf, fishing, and margaritas on the beach. From your health and happiness to, of course, financial realities, consider the risks of calling…

  • MSN July 26th, 2018 Do you daydream about retiring as you plod through your 9-to-5 job? Are you wondering how a neighbor or relative managed to quit working at age 59 and go traveling? For many people, retirement — never mind “early” retirement — seems out of reach. But with focus and self-discipline, you could amass enough money to retire earlier than you might think possible. Here are some tips to get you started: https://www.msn.com/en-us/money/retirement/18-moves-that-will-help-you-retire-early-and-in-style/ar-BBL6tmq

  • Quicken Loans January 7th, 2019 You’ve worked hard to build your own business, and you love the perk of being your own boss. But going solo does come with one big challenge: It can be tough to save enough for retirement. When you work for a company, you often have access to a 401(k) plan in which you can automatically deposit money for your retirement. It’s not as simple when you’re self-employed. When you’re working for yourself, you need to develop a retirement plan and stick to it. Otherwise, you may face a long, stressful retirement, worried you won’t have…



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