Category Archive for: ‘Financial Planning’

  • How to Financially Prepare for a Natural Disaster

    How to Financially Prepare for a Natural Disaster

    With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radars right now. However, with many people in a financially precarious position over the last couple of months, it’s more important than ever to be prepared …

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  • Don’t Let Emotional Investing Cloud Your Judgement

    Don’t Let Emotional Investing Cloud Your Judgement

    It’s important to maintain a level head in times of market turbulence. But that is often easier said than done, especially in the heat of market volatility. Even with the best intentions, investors can be challenged by their own bias and emotions when it comes …

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  • Global Shutterstock Ftr Img

    The New Global Economy after Coronavirus by Bharat Jhunjhunwala

    There are three uncertainties regarding the long term economic impact of the Coronavirus (COVID-19). One, whether a vaccine is invented to prevent the spread of the virus or not. Two, whether this virus will get eliminated during the summer months or it will reappear in …

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  • Getting “2020 Vision” on Your Finances in The New Year

    Getting “2020 Vision” on Your Finances in The New Year

    By Supal Vora The start of the new year is a great time to focus on your finances and put them into perspective. Competing demands on our time can often cloud our line of sight on what really matters. So, if you want a better …

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  • Why You Need Life Insurance

    Why You Need Life Insurance

    By Supal Vora We’ve all heard about the importance of having life insurance, but is it really necessary? Often, the answer is “yes,” but it depends on your specific situation. In general, you should consider life insurance protection if any of the following applies to …

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  • How to Help Adult Children Without Harming Your Own Financial Future

    How to Help Adult Children Without Harming Your Own Financial Future

    By Supal Vora Would you be willing to delay your retirement to help your child pay for their first car, college education or wedding? Increasingly, many Americans say the answer is yes. According to a recent study published by Ameriprise Financial, 1 in 3 parents …

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  • Happy 2019!

    Happy 2019! By Nirali Chokshi

     By Nirali Chokshi Amid the disorder of a government shutdown and an unstable stock market (things that we cannot control), let’s keep focus on things we can control. As people tend to have a mindset of a fresh start in the new year by working …

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  • Tax Scams Schemes Ftr Img

    Tax Scams & Schemes

    Tax Scams & Schemes The "dirty dozen" favored by criminals & cheats. Provided by Rajesh Jyotishi Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service …

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  • Strategies to Reduce Your Taxes

    Strategies to Reduce Your Taxes and Keep More of Your Savings

    Strategies to Reduce Your Taxes and Keep More of Your Savings By Umang Thakkar & Payal Agarwal We are living in a reformed tax world now, since the passage of the Tax Cuts and Jobs Act (TCJA) in 2017. For most of us, the effects …

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  • Plan Your Work and Work Your Plan

    Plan Your Work and Work Your Plan

    Plan Your Work and Work Your Plan By Ashish Kumar Vince Lombardi, legendary coach of the NFL Green Bay Packers once said, “Plan your work and work your plan.” It is very true that in order to accomplish anything in life, be it good grades …

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