Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it.

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Protecting Yourself While Shopping Online

What steps should you take?  Whether you shop online routinely or infrequently, the risk of identity theft rises as you offer more and more information about yourself online.

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Why Does the Wage Gap Between Men & Women Persist?

While it has narrowed, a notable inequality remains. Last year, the median weekly earnings for an American woman came to $719. Bureau of Labor Statistics data shows that the median weekly earnings for an American man were $152 higher, or 21.1% more.1

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Is America Prepared to Retire?

Two-thirds of us have no financial plan.  Only 48% of Americans say they think they are saving enough. And 30% feel that they are not even slightly confident that they are saving enough for retirement. That finding comes from the 2015 Consumer Financial Literacy Survey conducted by the National Foundation for Credit Counseling. (The survey […]

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Are You Committing These Financial Illegalities?

Some people make money moves that may get them in trouble. Americans do many things with their money and invested assets, most of them on the up and up. There are exceptions, however – cases in which people unintentionally break the law, flirt with illegal behavior, or pay federal tax penalties for their indiscretions. Here […]

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How Might Higher Inflation Affect Your Investments?

With the Fed poised to gradually raise rates, this is worth considering. America once experienced something called “moderate inflation.” It may seem like a distant memory, but it could very well return in the second half of this decade.

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China’s Chaotic Market


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As the world watches, the nation’s government tries to end the downturn. Investors worldwide worry about the state of China’s equity market. You could argue that these fears have impacted Wall Street as much as the crisis in Greece.

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Another Glitch Hits Wall Street

The NYSE freezes floor trading for more than three hours. Floor trading was abruptly halted at the New York Stock Exchange Wednesday. At 11:32 am EST, a sudden problem forced the NYSE to interrupt trading in all symbols and cancel all open orders in its main market.

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Mid-Life Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common money blunders and harbor financial assumptions that may be inaccurate…

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Can the Market Ride Through the Greek Debt Crisis?

U.S. equities face their biggest test of 2015. June definitely ended with some drama. When Greek government officials told Reuters Monday that the nation could not make its €1.5 billion loan repayment to the International Monetary Fund on June 30, the Dow plunged 350.33, the S&P 500 43.85 and the Nasdaq 122.04 while the CBOE […]

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