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Beneficiary vs. Trustee: Estate Planning Guide

March 25, 2023 by Brett Tams

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you’re gone. When creating a trust, there … Continue reading →

The post Beneficiary vs. Trustee: Estate Planning Guide appeared first on SmartAsset Blog.

Posted in: Estate Planning, Home Repair Tagged: 2, 2023, 401(k) plan, 429, Administration, advisor, All, apple, appraisers, ask, assets, author, Bank, Banking, beneficiaries, beneficiary, beneficiary vs trustee, Blog, Borrow, business, business loan, Buying, categories, Children, citibank, cons, contracts, cost, court, Credit, credit cards, creditors, data, death, death benefit, Debts, discover, duties of the trustee of a trust, entry, estate, Estate plan, Estate Planning, evergreen_simplefeed_delay, executor, exercise, expectations, facebook, Family, Fees, fiduciary, Finance, Financial Advisor, financial advisors, Financial Goals, Financial Plan, Financial Wize, FinancialWize, Free, get started, goals, Google, grantor, guide, heirs, helpful, hold, home, home buying, How To, id, ideas, Income, index, Insurance, interview, inventory, Invest, Investing, IRA, job, lake, Land, Legal, Life, life insurance, Living, living trust, loan, Loans, Main, Make, manage, measure, Media, meta, money, More, Mortgage, new, News, north carolina, office, or, Other, Personal, personal finance, plan, Planning, points, principal, probate, proof, property, pros, Pros and Cons, questions, ready, reddit, retirement, retirement account, revocable trust, right, room, save, security, Small Business, social, South Carolina, student, Style, taxes, time, tips, title, tools, trust, trust beneficiary, trustee, trusts, Twitter, virginia, what is a beneficiary of a trust, what is a trustee, will, working

The Cost of a Career Break

March 25, 2023 by Brett Tams

According to the Center for American Progress, the average American woman who takes a five-year career break to care for a child at age 26 will lose $476,000. That sum covers not just lost income but lost retirement savings and benefits, too. And … Continue reading →

The post The Cost of a Career Break appeared first on SmartAsset Blog.

Posted in: Financial Planning Tagged: 2, 2016, 429, advisor, All, apple, author, average, before, Benefits, Blog, brooklyn, build, Buying, Career, career break, categories, child care, child care costs, childcare, columbia, Compound, Compound Interest, compounding, contacts, cost, Credit, credits, data, Early Career, earning, earnings, employer, entry, event, facebook, Family, Financial Literacy, Financial Wellness, Financial Wize, FinancialWize, front, funds, future, gap, gender, gender gap, goal, goals, good, Google, healthcare, helpful, home, home buying, hours, id, Income, index, interest, Invest, job, Job Search, jump, Live, Main, Media, men, meta, money, More, more money, News, or, Other, parents, Planning, points, portfolio, Promotion, property, protect, ready, reddit, Research, retirement, retirement accounts, retirement savings, return, rewards, right, save, Saving, Saving for Retirement, savings, savings goal, Savings Goals, search, security, simple, social, social security, social security benefits, Start Saving, Style, survey, tax, tax credits, time, title, tools, Travel, Twitter, weighing, wellness, will, woman, women, work, worker, workers, working, young

How Does Unemployment Work?

March 25, 2023 by Brett Tams

Woman Working On Her Laptop In A Cafe

Losing a job can be scary, but help is out there. For many, it starts with getting unemployment benefits.

The post How Does Unemployment Work? appeared first on SoFi.

Posted in: Financial Advisor Tagged: 2, active, Administration, advice, advisor, All, analysis, ask, Awards, Bank, bank account, before, Benefits, bills, Budget, Budgeting, Buy, Calculators, Career, clear, Compensation, cost, Crisis, deposit, design, Direct Deposit, display, earnings, Economic Crisis, Economy, employer, Employment, experience, Financial advice, Financial Planning, Financial Wize, FinancialWize, fund, General, goals, good, government, Grow, hours, How To, HR, id, Income, income tax, Insurance, interview, Invest, Investing, investment, irs, job, Job Search, jobs, Learn, Legal, lending, Life & Career, Links, loan, Loans, Make, making, Making a Budget, military, money, More, Move, networking, new, new job, News, offer, or, Other, Partnerships, party, password, patient, payments, planner, Planning, priorities, products, programs, protect, questions, rate, Rates, reach, ready, Review, save, Saving, search, securities, security, Sell, social, social security, sofi, states, Style, tax, taxes, Terminology, time, traditional, trust, under, Unemployment, updates, W-2, wages, wealth, Websites, will, woman, work, workers, working

How Long Will $3 Million Last in Retirement?

March 25, 2023 by Brett Tams

How long $3 million will last in retirement depends on your spending habits and investment returns. While your spending habits are largely under your control, some costs such as healthcare expenses are not perfectly predictable. Likewise, while you can probably … Continue reading →

The post How Long Will $3 Million Last in Retirement? appeared first on SmartAsset Blog.

Posted in: Retirement, Starting A Family Tagged: $3 million, $3 million retirement, 2, 2023, 429, advisor, All, annuity, apple, ask, asset allocation, assets, Austin, author, backpacking, Bank, Benefits, bills, Blog, bond, Books, Budget, business, calculator, categories, certificates of deposit, city, cnbc, College, Community College, cost, Cost of Living, couple, Credit, data, decades, deposit, downsizing, earning, earnings, entrepreneurship, entry, estate, evergreen_simplefeed_delay, expenses, expensive, experience, facebook, Finance, Financial Advisor, financial advisors, Financial Goals, Financial Planning, Financial Wize, FinancialWize, fixed, Free, freelance, fund, future, get started, goals, Google, guide, habits, healthcare, historical, household, household income, how long will $3 million last in retirement, id, Income, index, Inflation, interview, Invest, Investing, investment, investment portfolio, investment returns, investments, Learn, Life, Lifestyle, Living, living expenses, low, LOWER, Main, Make, Media, meta, mobile, money, More, Moving, Music, new, new york, new york times, or, Other, payments, pension, Personal, personal finance, plan, planner, Planning, plans, points, portfolio, portfolios, projects, property, rate, ready, Real Estate, reddit, relocation, retirees, retirement, retirement fund, Retirement Planning, retirement savings, retirement spending, return, returns, right, rise, risk, running, safe, safe withdrawal rate, safety, savings, securities, security, social, social security, social security benefits, Spending, spending habits, stock, stocks, Strategies, Style, texas, The Wall Street Journal, time, tips, title, tools, Twitter, under, wall, Wall Street, washington, wealth, will, withdrawal, work

1001: Getting out of the Military and into Real Estate – Shelby Osborne

March 25, 2023 by Brett Tams

Are you considering a career change? Today’s guest, Shelby Osborne, decided to get out of the military and into real estate. Since making the switch, Shelby’s found more freedom, made more money, and has had the chance to help other veterans achieve their homeownership goals. Listen and learn about getting started in real estate as an agent and as an investor. Catch Shelby’s can’t-miss tips on winning clients, closing real estate deals, and more.
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Is a House an Investment?

March 25, 2023 by Brett Tams

It can be a complicated decision to determine if you should rent or buy a home. And if you’re leaning toward buying, high housing prices and high mortgage rates are likely making that decision even more difficult. Current economic conditions … Continue reading →

The post Is a House an Investment? appeared first on SmartAsset Blog.

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Morningstar Says These Two Assets Can Protect Your Portfolio From Inflation

March 25, 2023 by Brett Tams

Let’s face it: the past few years have been pretty scary for investors. From the pandemic to the bear market and inflation, it seems like most people aren’t as concerned with making huge gains as they are with simply protecting … Continue reading →

The post Morningstar Says These Two Assets Can Protect Your Portfolio From Inflation appeared first on SmartAsset Blog.

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5 Bullish Indicators for a Stock

March 25, 2023 by Brett Tams

Performance Charts

When it comes to figuring out when to buy a stock, there are two main schools of thought: fundamental analysis and technical analysis. Fundamental analysis involves all the material aspects of a company: its sales, revenue, profits, and so on — the day-to-day details of operations. Technical analysis, on the other hand, involves only looking […]

The post 5 Bullish Indicators for a Stock appeared first on SoFi.

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Is $6 million Enough to Retire at 55?

March 25, 2023 by Brett Tams

With smart money management, retiring at 55 years old with $6 million could be a breeze. But a lot of work has to go into the strategies you make and the actions that you take. That also includes how you … Continue reading →

The post Is $6 million Enough to Retire at 55? appeared first on SmartAsset Blog.

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32 Financial Planning Books for 2023

March 25, 2023 by Brett Tams

You don’t have to make a new year’s resolution to make an effort to improve your financial wellness this year. Fortunately, a plethora of books are available to help you budget, save and develop sustainable financial practices. Whether you are … Continue reading →

The post 32 Financial Planning Books for 2023 appeared first on SmartAsset Blog.

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