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Tips for Successful Investing: Play Like You Practice
Is Smart Investing Like Playing Basketball? If Your Goal Is to Win, Then YES! Smart investing, and building wealth for your retirement, is not just about economics – it also involves establishing and using transferable soft skills and principles from all walks of...
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Precision Retirement Planning & the Labyrinth
Precision Retirement Planning and the Labyrinth Game Years ago, when my son was young, I had a revelation as we were playing with a simple toy. Do you remember playing the labyrinth game, or possibly better known as the “guide the BB through the maze to the hole”...
Having A Solid Money Management Plan Is Critical
Having A Solid Money Management Plan Is Critical Money management involves several things. It involves everything from the creation of a budget, to the maintenance of emergency cash reserves. Some of us live rigidly by our budget constraints, and others merely check...
Using Section 529 College Savings Plans For Education Expenses
Section 529 Plans were created under the Small Business Job Protection Act of 1996 for the purpose of allowing people a tax advantaged way to save for the higher education expenses of a beneficiary. At a high level, the account is owned by one person, and a successor...
Thoughts on Volatility in 2019
Thoughts On The Outlook For 2019 David R. Guttery, RFC, RFS, CAM Volatility never really goes away. Indeed, the 15 months between November of 2016 and February of last year were unique in that volatility was largely absent, but over time, such is a constant of the...
Maximize Your 401(k) Plan Benefits At Work
Maximize Your 401(k) Plan Benefits At Work According to industry sources, almost 46% of adults responded to surveys by admitting they either did not contribute to an employer’s retirement plan, or contributed very little into such plans. Only 16% of the respondents...
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