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One of the most difficult financial situations to deal with is when one person in the relationship is in a much stronger financial position than the other. In this article, I am going to review when it’s smart to lend money to your significant other and when it could be a disaster. Why We Hide...
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The year was 1955. My parents were buying their ever first home. My then-28-year-old mom pushed my then 31-year-old dad into taking on far more debt than he was comfortable with – their mortgage payments ate up half their income! To say things were tight would be an understatement. M...
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I’ve been (re) reading Your Money Or Your Life , by Joe Dominguez and Vicki Robin, and I’m glad I did, as is often the case, when you re-read a book that you read at an earlier life stage. I’m a different person now, and I understand some of the concepts in the book differently. Here are my key ta...
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We’ve talked before about retiring abroad, and the best places to retire to stretch that ex-pat pension , but it’s also possible to stretch your current salary by living somewhere completely different, as long as you can work remotely. Just a couple of years ago that wouldn’t have seemed viable ...
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I think I qualify as a near-retiree. Frankly, I could afford to stop working now, if we were willing to give up our dream home and move back to our previous house (that we still own and are leasing out). But unless forced into it, why would we? So, what are my near-retiree plans? So...
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Seven months ago, I quoted Warren Buffet’s famous advice: “ A low-cost fund is the most sensible equity investment for the great majority of investors. My mentor, Ben Graham, took this position many years ago, and everything I have seen since convinces me of its truth. ” I then wrote , “...
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Are you entering or already in your peak earning years? If so, here are some great financial tips…. According to CNBC , college-educated, full-time workers reach peak earning around age 55, with median income about 87% higher than at age 22 for men, and 57% higher for women. At age ...
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Most of us spend too much during the holidays, and most of us finish them feeling more stressed than we went into them. We tell ourselves it’s inevitable, but it’s really not. Being aware of why we over-spend can be the first step towards sticking to a sensible holiday budget. Here are ten rea...
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As a small business owner , you always have a million things on your mind. In the beginning, you’re trying to figure out how to get your business started. Then it’s on to how do you get new clients, then keep those clients, all in order to be able to grow your business. It’s safe to assum...
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Four of us weighed in on it, with different perspectives. It’s likely partly due to our age differences. Charlie Brown and Ben Le Fort are youngest, in their late 30s, Jason Clenenden is into his 40s, and the oldest of the bunch, I’m (barely still) in my 50s. But I think the real di...
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We all have those memories. The one decision that makes us cringe to this very day. The one other decision we’re incredibly happy to have made. These worst & best decisions aren’t limited to money decisions, but that’s what we’ll dig into today… Worst-Ever Money Decisions Reveale...
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If you live in a “developed country,” you know that two of the three biggest-ticket items you’re likely to ever buy are cars and homes. (The third is likely a college education – those come with some steep price tags these days! Sheesh!) It’s true for me too (except the college part – tha...
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Real estate has always been categorically classified as a good investment because it is backed by a tangible asset and it appreciates in value over time. It is no different in the metaverse where the market for virtual real estate is exploding. As specialized website NFTEvening puts it, yo...
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In May 2010, ActiveETFs | InFocus spoke with Paul Weisbruch, who is the VP of ETF/Index Sales and Trading at Street One Financial. Street One Financial is an ETF liquidity provider and works with advisors in helping them access liquidity and trade ETFs efficiently. Paul chats with us about a fu...
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Determining whether hiring a financial advisor or managing your money on your own is a big and important financial decision. In fact, not everyone agrees that financial advisors deliver the value they promise for the money you pay. However, there will likely be a time in your life when yo...
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Kids’ cartoons (at least ones from the 60s and 70s) are full of offbeat wisdom. Of course, most of it goes right over the heads of their intended audience, kids. However, it seems to also go over the heads of many of us adults, who should arguably know better. Case in point – Wile E. Coyo...
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Wealthtender, Inc. does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience, and have not been indep...
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Financial institutions and advisors everywhere share the common goal of improving operational efficiencies in their day-to-day workflow so that they are able to spend more time with their clients and continue building their book of business. We’re fortunate enough to be in a position here at FutureVault where we regularly talk with several organizations and […]
The post People, Process, and Technology – How RIAs and Financial Advisors Can Improve Their Operating Efficiencies appeared first on Wealthtender.
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Often we try to save money and fail. But occasionally we save money when we genuinely weren’t trying to. These decisions have impacted my monthly budget significantly, even though that wasn’t my intention when I made them. Occasionally you really do save money when you’re not trying to. 1. Living in a Walkable Neighborhood I […]
The post 5 Things That Will Make a Big Difference to Your Monthly Budget appeared first on Wealthtender.
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You may well have heard of the Snowball Method and the Avalanche Method as strategies that can be used to pay off debt. With the Snowball method you aim to pay off your smallest debt first, and with the Avalanche Method you aim to pay off the debt with the highest interest rate first. If […]
The post Three Strategies to Pay Off Credit Card Debt appeared first on Wealthtender.
