Whether your old car has given up the ghost or you just like “new car smell,” getting a new ride is a major financial decision. Before you start scheduling test drives, take some time to seriously consider whether you ought to buy or lease.
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Tag Archives: Personal Finance
Mortgage Strategies For Different Life Stages
Becoming a homeowner represents a major life milestone. But from a financial point of view, purchasing a home is not a one-time event; it is the foundation for a variety of strategies over the course of a lifetime.
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Shopping For A First Credit Card
Long before we are old enough to carry credit cards ourselves, advertisers make sure we know about the power of plastic: “It’s everywhere you want to be.” “It pays to Discover.” “What’s in your wallet?” While using an ad campaign to choose a card is a terrible idea, the slogans have one thing right: A credit card can be a powerful thing.
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Nominating Guardians For Kids – And Their Money
Nominating a trustworthy and caring guardian for your children is one of the most important choices you can make on their behalf.
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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance
Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.
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How To Handle Sudden Wealth
Sudden wealth seems like the exact opposite of a problem. But for many, an abrupt change for the better in their financial lives can create a host of unexpected pitfalls.
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Talking About Money: The Family Meeting
If you hate talking about your finances, you are not alone. When family relationships are added to the mix, it is hardly surprising that many people are quick to push discussions about financial topics to the bottom of their to-do lists. But a family meeting can provide family members a forum in which to start these difficult conversations.
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Retirement Plan Options For The Self-Employed
Self-employed individuals have to juggle the many responsibilities that come with being their own bosses. Planning for retirement can get …
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A New Tool To Address Special Needs
In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.
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How To Benefit From Tax Diversification
Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
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