Month: July 2015
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Can We Make Retirement Planning Easier?
Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of…
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How Hidden Investment Fees Can Upend Your Retirement Goals
Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…
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How To Survive The Largest Generational Wealth Transfer In Human History
A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…
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August Is A Month To Ask: ‘What Will Be Your Legacy?’
Hard Money In Real Estate Is An Overlooked Option For Self-Determined People, Says Investment Banker Just as New Year’s Day serves as a timely reminder of one’s personal goals, August now offers a different perspective on a similar theme as “What Will Be Your Legacy?” Month. While No. 1 on most people’s list is likely…
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Investors are more Optimistic – Weekly Market Overview
US stocks closed higher on Monday as market sentiment was bolstered by an agreement for a third bailout program between Greece and its creditors. S&P 500 closed 1.1% higher with all 10 main sectors finishing with gains. The dollar strengthened, with US Dollar Index rising 0.8% to 96.7520. European stocks rose sharply as Stoxx 600 gained 2%,…
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How To Be Your Own Economic Quarterback
You Need To Be The Economic MVP Every Year After a lifetime of earning and saving, one might expect a comfortable and financially secure retirement, especially with a reliable financial advisor – right? “Life is rarely that simple or black-and-white and, unfortunately, neither is the financial realm,” says Bryan S. Slovon, founder and CEO of…
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Do You Know How Much Your Other Half Makes?
Study: Four out of 10 Couples in the U.S. Could Not Correctly Identify How Much Their Spouse Earns Experts often tell us “never keep secrets in a relationship” and “the key to any successful relationship is open communication.” So why is it, according to Fidelity Investments fifth Couples Retirement Study, four out of ten (43%)…
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S&P 500 Foreign Sales Report
NEW YORK, July 15, 2015 /PRNewswire/ — S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading index providers, announced today that, for S&P 500® companies with full reporting information for 2014, the percentage of sales from foreign countries increased after five years of stagnation. According to S&P DJI’s annual S&P 500 Foreign Sales Report,…