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A Guide to Using a Family Wealth Office

In today's world of economic uncertainty, managing your finances can seem like a daunting task. Shifts in the market and inflation are making it harder to make ends meet for...
Business News

How to Reach Financial Success as a Solopreneur

Looking for practical ways to reach financial success when pursuing a non-conventional career path as a solopreneur? Being a successful solopreneur isn't simply about having a marketable business idea that...
Business News

Is Now a Good Time to Buy a Home?

There is a growing feeling among Americans that the housing market is getting worse. A survey released by Fannie Mae in October 2022 shows that the share of people who...
Business News

10 User-Friendly Personal Finance Tech Tools

Personal finance is a complicated part of life. For example, you can't just take your income, subtract expenses, and see what's left. Sure, that's where it starts. But countless additional,...
Business News

9 Ways Millennials Can Prep for Retirement

Is it a surprise that we Millennials are scared of retirement? Not only did we survive the Great Recession and a once-in-a-lifetime pandemic, but we're also buried under debt. Moreover,...
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7 Money-Saving Tips to Retire in Luxury

Retiring in luxury might seem like a dream reserved only for the rich, but the truth is, you can live a luxurious life in retirement without being a millionaire and...
Business News

5 Trends in Finance

In our digital age, current events have an increasingly swift impact on our finances. Extreme weather events, warfare, and other forms of political and economic unrest on the other side...
Business News

5 Investments Likely to Thrive in a Downturn

Whether you're a business owner or concerned about your personal finances, you've likely been tuned in to current news about the economic status of the country. There's been a lot...
Business News

Alternatives to Annuities

You may be attracted to the idea of receiving a lifelong income after retirement. Unfortunately, pensions are disappearing. Only 31 percent of Americans currently retire with defined benefit pension plans....
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Is an Annuity a Good Investment?

Pop quiz. What springs to mind when you think of investing? You probably envision Wall Street and the frantic pace of the New York Stock Exchange floor. There are some...
Business News

How to Manage Debt in Retirement

If not carefully managed, debt can shackle a retiree, but if carefully managed, debt can also be a powerful financial tool. You can make it work in your favor throughout...

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