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Spring Clean Your Finances and Invest in Your Future
Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...
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Season 2, Episode 27: Keys to the Electric Car Industry
Welcome to Season 2, Episode 27 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on...
Juggling the Costs of Retirement vs. College: Our 5 Best Tips
Arguably the biggest and most emotionally significant goals, retirement and college, often arrive around the same stretch of time. If you're like most parents, you may be asking…What comes first: my retirement or my child's college?Let’s say your child wants to attend...
FIRE: An unconventional approach to retirement planning
What is the FIRE movement, and how can it help you achieve financial freedom?In recent years, we’ve seen an increasingly popular retirement trend, especially among Millennials, called Financial Independence, Retire Early (FIRE).The FIRE movement makes sense: Achieve...
Cash Balance Plans for High-Earning Owners & Partners
Pension plans are going extinct in corporate America. Pensions used to be the retirement plan standard for just about every employer; in 1998, nearly six in 10 Fortune 500 companies offered pensions to new hires. Over time, employers shifted from pensions to...
What is Probate, and How Can You Avoid It?
Father’s Day is a day that we take a trip down memory lane, reflecting on all the happy moments we’ve shared with our dads and father figures.Whether you plan to host a cookout, play a round of golf, or send a handwritten card in the mail, this Father’s Day, take time...
The Alternative Energy Revolution
An alternative energy revolution is taking place across the globe.There are many reasons to be excited about the alternative energy revolution. Advances in alternative energy are giving rise to new industries, opportunities for portfolio diversification, and helping...
How Hard Assets Can Fit Into Your Portfolio
Investors investigating hard assets tend to believe in their basic function as money. The appeal of a gold standard, and of hard assets, is stability. Hard, tangible assets in your portfolio can help hedge against inflation. Gold is the world’s most famous...
12 Ways Life Insurance Helps You Preserve Your Wealth
Most people don’t recognize life insurance for the versatile financial tool that it is.If you have a spouse, children, or aging parents who depend on you, life insurance should be part of your overall financial plan. One of your greatest assets is your ability to earn...
The Basics of Building a Bond Portfolio
Are you looking for a way to bolster your portfolio’s risk-return profile?If so, bond investing might be right for you. You can reduce the volatility of your portfolio by diversifying with bonds.Even if you’ve been investing in the stock market for a long time, the...
Tax-Efficient Investing for High Earners
Picking good investments is only half the battle when investing and growing wealth. The other half is maximizing your gains through tax-efficient investing.For most of us, taxes are our biggest lifetime expense. And the higher your current income tax rate, the more...
9 Ways to Diversify Your Investments
The market is a big, confusing place.As an investor, you have a massive range of options for how to grow your money. Each has its own unique features and risk factors. If you were to ask 10 people how to approach the art and science of investing, you’d get 10...
Family Wealth Planning for Newly (Re)married Couples
Marriage is wonderful in a lot of ways...After saying “I do,” you and your dearly beloved get to enjoy years of love and friendship, a blending of families, and the chance to add another wacky aunt or uncle to your extended family. You also get access to several...
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