How to Properly Track your Investment Portfolio

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Many investors have their investments spread across multiple accounts and it can be difficult to properly track the value of your overall portfolio. Your investment portfolio includes 401(k)s, IRAs, and investment accounts with multiple brokerage accounts. You could try to go to multiple websites and gather all of the performance yourself. However, sometimes that is … Read more

Working After Retirement

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Retirement usually means you are done working and you can enjoy what you are passionate about. Many picture themselves sitting on a beach, hitting the golf course, or spending time with family. However, now it is much more common to continuing work after you “retire” from your career.  Working after retirement does not necessarily mean … Read more

Retirement in 2019

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If you are considering retirement in 2019, first of all a big congratulations is due! Retirement is a period you should be looking forward to. This will bring you the freedom you have always been looking for. At the same time, you do not want to rush into retirement without being fully prepared. Below are … Read more

How to Create a Will?

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Now that I have a child on the way, I have done some research and learned that I likely need to create a will. I never really thought about having to draft a will, but now that I am married and have a child on the way, I thought it would be a good idea … Read more

What are Robo-advisors?

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If you have performed any research on the investment advisor industry recently, you likely have seen a lot of companies offering robo-advisor investment solutions. A lot of people might not fully understand what robo-advisors are and how they work. Below is a summary of robo-advisors. Please feel free to comment in the comment section below … Read more