Do Small Business Owners Need Financial Advisors?

If you’re one of the 16 million Americans that are self-employed, you face a challenge that other workers don’t. You don’t have a company that offers retirement savings and you’ll likely have to create your own plan. Investopedia discusses the most important factors to consider when selecting a financial advisor that can help you create…

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Five Big Tax Breaks at Work

If you discovered that you owe federal income taxes while preparing your 2021 tax returns, then you’re not alone. Your employer benefits program may be able to help you reduce your taxable income. According to Kiplinger, these are five tax-reducing options that your company may offer.   Enjoy this complimentary download: By submitting your contact…

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Struggling? Here are 5 things you can do to fortify your finances.

Cost of living is up, income is down—a few adjustments here and there can potentially help boost your bank account. For most Americans, 2021 brought much financial strain. Household debt and cost of living increased, while median household income decreased. In this article by MarketWatch, discover five small things you can do to help take back…

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Market is unprepared for the inflation fallout, Wharton’s Jeremy Siegel warns

inflation

Wall Street may be on the verge of an uncharacteristically painful quarter. Wharton finance professor Jeremy Siegel, who’s known for his positive market forecasts, is sounding the alarm on the market’s ability to cope with inflation. “We’re headed for some trouble ahead,” he told CNBC’s “Trading Nation” on Friday. “Inflation, in general, is going to…

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Direct indexing is the hot new investing strategy. What you need to know

advisor

KEY POINTS Direct indexing, which allows investors to buy the stocks of an index, instead of purchasing a mutual or exchange-traded fund, may soon become more widely available. This strategy may appeal to those seeking portfolio customization or tax-saving opportunities. However, the technique won’t work for all investors, financial experts say. Direct indexing, which allows…

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Americans’ No. 1 financial regret is lack of emergency savings

looking out the window

Record number of US adults hold 1 financial regret since onset of COVID-19 More than three-quarters of Americans say they had one financial regret since the beginning of the COVID-19 pandemic, according to new data. Eighty-one percent of Americans admitted they had a financial regret, according to a survey by personal finance website Bankrate.com. And…

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A Roth IRA could help you buy a home. Here’s what to know

family in new home

KEY POINTS Up to $10,000 in Roth IRA earnings can be withdrawn — free of both taxes and penalty — for a home purchase if you meet certain requirements. You also can withdraw your direct contributions at any time, because you already paid taxes on that money. The strategy may not be appropriate for all…

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Warren Buffett’s 25 best quotes about business, investing, and life

money idea

Need some advice? Legendary investor and CEO of Berkshire Hathaway (BRK-A, BRK-B) Warren Buffett has plenty to share. Through his letters, essays, op-eds and TV appearances, Buffett dispenses folksy, funny, plainspoken advice on investing, management, life, happiness, and everything in between. On Saturday May 1, Buffett and his longtime business partner Charlie Munger will share more…

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