Tag: Wealth Management

5 Steps for Transitioning Into Self-Employment

The economic downturn and recession that occurred nearly a decade ago pushed a lot of people out of their jobs. Instead of looking for another job, though, many of these displaced employees decided to hang out a shingle and go to work for themselves. There are currently about 17 million people in the U.S. who […]

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Faith-based Healthcare Cost Sharing: An Alternative to Traditional Health Insurance

Healthcare is a hot-button issue in the United States and one that arouses passion in many people. Regardless of their beliefs about how healthcare should be provided and paid for, most people would probably agree that the healthcare markets have been roiled in recent years and costs have risen for many people. Some Americans are […]

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5 Common Myths and Facts about Section 529 College Savings Plans

Recent statistics indicate that the cost of a college education continues to soar. According to the College Board, the average budget for one year of education at a public university is around $25,000 (including tuition, fees, books, room and board and other living expenses). At a private college, this soars to nearly $51,000. Fortunately, Section […]

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The Retirement Savings Crisis: Buck the Trends in Retirement Savings

The sad truth is that most working-age U.S. households are nowhere near ready for retirement. According to The National Institute on Retirement Security (NIRS), the median retirement account balance for working-age American households is only $3,000. Even most Americans who are close to retiring are woefully unprepared, with a median retirement account balance of only […]

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Retiring Early: How to Make This Dream a Reality

The age of 65 has often been viewed as the “traditional” retirement age in the U.S. But there are no laws stating that you have to retire at 65. Most people have the freedom to retire whenever they want, assuming they have the financial means to do so. This includes retiring early. Many people dream […]

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Will You Outlive Your Retirement Savings?

Many people base their retirement saving and distribution strategies on life expectancy projections made by the Social Security Administration. According to these projections, once he has reached age 65, the average male in the United States will live to age 84 and the average female will live to age 86. But there’s something very important […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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What’s the Difference Between ETFs and Mutual Funds?

When investing in stocks and bonds, you have two main options: You can buy the shares of individual companies or individual bond issuers, or you can purchase stocks and bonds through mutual funds or exchange traded funds (ETFs). Based on Frontier’s findings, many investors opt for mutual funds or ETFs. These provide a high degree […]

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The Potential Role of Annuities in Your Financial Plan

Annuities can sometimes be beneficial financial products, in the right circumstances. With a clear understanding of what annuities are and how they work, you can better determine whether or not an annuity could help you meet some of your financial goals. An annuity is a type of insurance contract into which you invest money today […]

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5 New Year’s Financial Resolutions for 2017

In a few weeks there’s a good chance you’ll make some New Year’s Resolutions — for example, to lose weight, eat healthier or exercise more. As you think about your resolutions for 2017, here’s an idea: Try making some New Year’s financial resolutions. Here are 5 financial resolutions that could help make 2017 your best […]

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