Category Archive for: ‘Financial Planning’

  • Where To Start Ftr Img

    Where to Start When Creating an Estate Plan

    The COVID-19 pandemic has made Americans even more aware of the importance of planning for the unexpected. While no one knows exactly what’s in store for the future, one thing you can do for your loved ones is create an estate plan that expresses your …

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  • American flag waving with the Capitol Hill

    How You May Benefit from Another Government Stimulus Plan

    For the second time in 10 months, the US Congress has approved a fiscal stimulus plan that is designed to provide a financial boost to a wide range of Americans in response to hardships created by the COVID-19 pandemic. This includes individuals, businesses and other …

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  • Financial Resolutions for the New Year

    Buy or Rent? That’s A Great Question

    Owning a home is an important life goal for many Americans. Yet buying a home is not always the best financial decision for everyone. In some life situations, renting is a more prudent choice. If you or your loved ones are contemplating the buy-or-rent decision, …

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  • copper bitcoin

    Bitcoin- An Impressive Bullish Performance

    Bitcoin has recorded an impressive bullish performance this year and the cryptocurrency doesn’t appear to be slowing down. Bitcoin has more than doubled its price in the year-to-date period; it is currently trading up around $35,000, a price that is exponentially higher than the trading …

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  • Five Simple Yet Smart Money Habits

    Five Simple Yet Smart Money Habits

    By Supal Vora, Private Wealth Advisor There’s no denying that it can take some work to create good habits. Becoming more disciplined about your finances is no different. Yet smart money habits can pay off over time, helping you increase your bank account and help …

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  • How to Invest If You’re Worried a Recession is Coming

    How to Invest If You’re Worried a Recession is Coming

    By Alexander Kurov Professor of Finance, West Virginia University Although the U.S. economy continues to grow and add jobs, talk of a recession is increasingly in the air due to a number of worrying signs. Business investment and consumer confidence are taking a hit due …

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  • Financial Resolutions for the New Year

    Financial Resolutions for the New Year

    Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here are 12 resolutions that can help ensure your financial confidence in retirement. 1 GET YOUR BALANCE SHEET IN ORDER You can’t expect …

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  • Righting the Ship After a Financial Setback

    Righting the Ship After a Financial Setback

    by Navneet Pahal 2020 has proven to be a challenging year in many ways, not the least of which has been a less than hospitable financial environment. Events ranging from a significant bear market in stocks earlier in the year to a dramatic increase in …

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  • Indian Americans Grace the 2020 Forbes 400 List

    Indian Americans Grace the 2020 Forbes 400 List

    Over the past four decades, Forbes magazine has tracked the fortunes of the wealthiest Americans through its annual list of 400 top earners. According to this year’s list, the total wealth of individuals on the list comes in at $3.2 trillion. Despite the COVID-19 pandemic, …

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  • 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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