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Annuities are often marketed as part of a smart retirement plan. The biggest selling point is guaranteed income. You pay… READ MORE
fizkes – Shutterstock From student loans, to medical bills, to simply putting food on the table, so much of managing… READ MORE
Meanwhile Inheritance planning is one of the most prudent actions a Bitcoiner can take. Unfortunately, it’s not as popular within… READ MORE
Getty Why is there so much confusion around trusts? In my opinion, it is because they are often used the… READ MORE
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Illustration by Forbes; goir/Getty Images, Yevgen Romanenko/Getty Images, anucha sirivisansuwan/Getty Images First decision for investors: allocation. What percentages of your… READ MORE
Getty Images A few times a year, whether in the financial press or from clients and prospective clients, we encounter… READ MORE
PeopleImages / iStock.com A recent GOBankingRates survey showed that 9 out of 10 people have a checking account. But despite the… READ MORE
getty The United States currently represents 60% of the global equity market. This means investors with an extreme home bias… READ MORE
When money is tight, it’s easy to feel trapped and helpless and hopeless. There’s no escaping it: You finally pay… READ MORE
As the trend of consumers seeking the aid of all-inclusive wealth managers to design a financial plan grows, ensuring the… READ MORE
Getty Klarna, the $7 billion “buy now, pay later” startup with celebrity investors like Snoop Dogg, recently experienced a rare public dispute… READ MORE
gremlin | Getty Images Property investment is one of the most lucrative ways to make a living, as long as… READ MORE
coffeekai via Getty Images The Federal Reserve’s decision last month to hold its benchmark interest rate unchanged at a 23-year high … READ MORE
Getty Images I once had a guy reach out to me who said, “Joe, I’ve been reading your book, watching… READ MORE
Doucefleur / Getty Images/iStockphoto When it comes to financial planning, many people don’t know how to go about it in… READ MORE
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GETTY It’s not quite a Santa Claus rally, but it’s starting to feel like one. Since the S&P 500 jumped 9% in November,… READ MORE
PayPal is estimated to reach 750 million users by 2025, while currently, more than 87.5% of online shoppers use the payment… READ MORE
As the trend of consumers seeking the aid of all-inclusive wealth managers to design a financial plan grows, ensuring the… READ MORE
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