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4 Best Investment Strategies for 2022: Start investing today

March 25, 2023 by Brett Tams

For beginner investors, it can be hard to know just what steps are needed. These investment strategies are tried and tested and will help you succeed.
Posted in: Money Basics Tagged: 2, 2022, 2023, 429, active, active investing, ad, advisor, Alabama, All, Amount Of Money, apartment, appreciation, Apps, Arizona, Arkansas, assets, average, bad credit, Bank, bank account, basic, beginner, betterment, big, bitcoin, bond, bond funds, bonds, book, brokerage, brokers, bucket, buffett, build, Built, Buy, Buying, ca, california, car, car loan, certificates of deposit, Children, choice, clear, College, Colorado, Commercial, commercial property, Commercial Real Estate, company, Connecticut, Consumers, cost, Credit, credit card, Credit Card Debt, credit repair, Crowdfunding, crypto, cryptocurrencies, cryptocurrency, ct, dca, Deals, Debt, deposit, diversification, dividend, dividends, down payment, dream, earning, earnings, efficient, Emergency, Emergency Fund, estate, ETFs, Fall, Fees, Finance, Financial Wize, FinancialWize, financing, fixed, Florida, Free, fund, funds, future, General, Georgia, goal, goals, good, great, Grow, growth, growth stocks, guide, Guides, hawaii, health, history, hold, home, house, How To, how to invest, hunting, id, idaho, Illinois, Income, indiana, industry, interest, interest rate, interest rates, Invest, Investing, investment, investment apps, investment portfolio, investment returns, investment strategies, investments, Investor, investors, IRA, IRAs, items, Learn, lending, liquidity, list, loan, Loans, louisiana, low, LOWER, m1 finance, maine, Make, Make Money, making, Making Money, manage, market, markets, Maryland, Massachusetts, md, Michigan, mississippi, missouri, money, money market, Money Market Account, money market accounts, montana, More, Mortgage, nebraska, Nevada, new, New Jersey, new york, north carolina, offer, offers, office, office buildings, opportunity, or, Oregon, Other, park, passive, passive investing, paycheck, peer-to-peer lending, Personal, personal finance, place, plan, Planning, plans, Popular, portfolio, portfolio diversification, price, Prices, principal, project, projects, property, Purchase, rate, Rates, Real Estate, Real Estate Investing, repair, retirement, retirement plan, retirement plans, return, returns, rich, right, rise, risk, robinhood, robo-advisor, robo-advisors, roth, Roth IRA, Roth IRAs, safe, sales, save, Save Money, Saving, savings, Savings Account, searching, second, security, Sell, selling, shares, short, short-term investment, Side, simple, single, skill, South Carolina, south dakota, space, stable, Starting Out, stock, Stock Brokers, stock market, stockbrokers, stocks, Strategies, Style, surgery, tax, Tennessee, texas, The Stock Market, time, time horizon, timing, timing the market, title, trading, traditional, under, unique, Utah, vacation, vacation home, value, Value investing, value stocks, virginia, volatility, wants, warren, washington, Washington DC, Ways to make money, wealth, wealth management, Wedding, what is a brokerage account, will, Wisconsin, work, wrong

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

Compound Interest: Definition, Formulas, and Solved Example

March 25, 2023 by Brett Tams

Unlock the power of compound interest! Learn the definition, formulas, and explore solved examples in this comprehensive guide.
Posted in: Credit 101 Tagged: 2, 2023, 30-year, advice, All, annual percentage rate, app, apr, balance, Benefits, big, bonds, Borrow, borrowing, build, calculator, Calculators, car, car loan, car loans, CDs, company, Compound, Compound Interest, compound interest formula, compounded interest, compounding, Compounding Interest, Credit, credit card, Debt, decades, deposit, Deposits, dividend, dividend stocks, dividends, earn interest, Earn money, earning, earning money, earnings, estate, experts, Financial Wize, FinancialWize, fixed, formula, Free, funds, future, future value, good, government, great, Grow, growth, guide, How To, id, Income, interest, interest rate, interest rates, Investing, investment, investment advice, investment returns, investments, Investor, IRA, Learn, lenders, lending, lending money, list, loan, Loans, low, LOWER, Make, Make Money, making, Making Money, market, markets, math, money, money market, Money Market Account, More, more money, Mortgage, mortgage loans, multiply, mutual funds, needs, new, News, offer, offers, or, Original, Other, percent, Personal, personal loan, Personal Loans, place, Planning, points, portfolio, present, present value, principal, rate, Rate Hikes, Rates, Real Estate, real estate investment, retirement, Retirement Planning, returns, rich, right, rise, risk, save, Saving, saving money, savings, Savings Account, Savings Accounts, savings bonds, School, second, shopping, short, simple, sleep, stock, stock market, stocks, student, Style, tax, tax time, taxable, taxable income, taxes, The Stock Market, time, traditional, traditional IRA, trust, value, vehicles, wealth, wealth creation, what is compound interest, will, work, working, young

6 Ways to Manage Your Financial Stress

March 25, 2023 by Brett Tams

Financial stress is unpleasant to endure, and it can be a detriment to your quality of life. In fact, the longer you suffer financial anxiety, eventually, it can wear down your health and even cause you to make worse financial … Continue reading →

The post 6 Ways to Manage Your Financial Stress appeared first on SmartAsset Blog.

Posted in: Credit Cards, Personal Finance, Saving And Spending Tagged: 2, 2023, 429, advisor, All, analysis, apple, apr, ask, asking for a raise, assets, author, Auto, Bank, bank account, before, big, Big Picture, bills, Blog, Budget, building, business, Buy, calculator, car, categories, collecting, company, cost, coupons, create a budget, Credit, credit card, credit card company, Credit Card Debt, credit cards, creditors, data, Debt, Debts, decisions, Emergency, Emergency Fund, employer, entry, event, evergreen_simplefeed_delay, expectations, expenses, facebook, Finance, finances, Financial Advisor, financial advisors, financial anxiety, Financial Goals, Financial Plan, Financial stress, Financial Wellness, Financial Wize, FinancialWize, Free, fun, fund, funds, future, get started, gift, Giving, goals, good, Google, Grow, gym, gym membership, health, healthy, helpful, hold, id, improve your finances, Income, index, Insurance, interest, interest rates, interview, IRA, job, late payments, lenders, Life, Live, Living, loan, Loans, low, Main, Make, manage, Managing Your Money, Media, meta, money, Money Matters, monthly budget, More, more money, Mortgage, needs, net worth, offer, offers, opportunity, or, Other, Pay Off Debt, paycheck, paycheck to paycheck, payments, Personal, personal finance, place, plan, Planning, points, poor, pretty, property, quality, Raise, Rates, ready, reddit, reduce expenses, refinancing, Refund, retirement, retirement account, retirement accounts, retirement goals, Retirement Planning, retirement savings, Revenue, right, risk, roth, Roth IRA, save, Saving, savings, Savings Account, short, Side, side job, smart, social, Spending, spending too much, stress, student, student loan, Style, tax, tax refund, taxes, time, timing, tips, title, tools, traditional, traditional IRA, Twitter, W-4, W-4 form, wellness, will, work, work out, working, wrong, Yard, yard sale

Born in 1950? The IRS Has a New Deadline for You

March 25, 2023 by Brett Tams

This may be a challenging tax year, especially if you’re unprepared.

Posted in: Moving Guide Tagged: 2, 2021, 2022, 2023, 457, All, Amount Of Money, at home, beneficiary, business, calculator, coffee, data, employer, Financial Wize, FinancialWize, future, government, home, id, Income, Investing, Investor, IRA, IRAs, irs, Law, Live, man, mistake, money, More, new, one year, or, Original, Other, plan, plans, reach, retirement, retirement accounts, retirement plan, retirement plans, return, returns, right, RMD, RMDs, roth, Roth IRA, Roth IRAs, second, secure 2.0, SECURE 2.0 Act, simple, simple IRA, tax, taxable, taxable income, taxes, time, traditional, update, will, withdrawal, woman, workers, working

What You Need to Know About Inheritance Tax

March 25, 2023 by Brett Tams

There comes a time in all of our lives when we have to say goodbye to a family member or friend. If you were close with the person who passed away, you might discover that they’ve left you something in … Continue reading →

The post What You Need to Know About Inheritance Tax appeared first on SmartAsset Blog.

Posted in: Apartment Decorating, Taxes Tagged: 2, 2022, 2023, 429, advisor, All, apple, ask, assets, author, Banking, before, beneficiaries, beneficiary, Blog, brooklyn, business, categories, Children, condo, cost, couples, court, Credit, data, death, death taxes, discover, entry, estate, Estate plan, Estate Planning, estate tax, evergreen_simplefeed_delay, facebook, Family, Featured, Finance, Financial Advisor, financial advisors, Financial Goals, Financial Wize, FinancialWize, Free, Georgia, get started, gift, gift tax, goals, good, Google, Grandchildren, guide, heir, heirs, house, How To, how to minimize, id, Income, Income Taxes, index, indiana, inheritance, inheritance tax, inheritance taxes, inherited, inherited property, interview, investments, investors, IRA, irrevocable trust, items, Joe Biden, kids, last will, last will and testament, Law, Live, Living, living trust, Main, Make, market, married, Maryland, Media, meta, money, More, Move, nebraska, new, New Jersey, News, one year, or, Original, Other, ownership, Personal, personal finance, plan, Planning, points, president, President Joe Biden, probate, property, rate, Rates, ready, reddit, revocable trust, right, Side, social, state taxes, states, Style, Supreme Court, tax, tax rates, taxes, time, tips, title, tools, trust, trusts, Twitter, value, wealth, wealthy investors, will, wills, work

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.

Posted in: Investing, Money Basics Tagged: 2, 2023, 429, advisor, alexandria, All, Amount Of Money, apple, ask, assets, author, Bank, basics, bear market, before, ben, big, Blog, bond, bonds, Broker, brooklyn, business, Buy, Buying, calculator, categories, choice, Choices, city, company, Consumer Price Index, cost, Credit, data, decades, entry, estate, experience, facebook, Fall, Finance, finances, Financial Advisor, financial advisors, Financial Goals, Financial Wize, FinancialWize, fixed, fixed rate, Free, fund, funds, get started, goal, goals, good, Google, government, Grow, How To, i-bonds, id, Income, index, Inflation, inflation rate, institutional investors, interest, interest rates, interview, Invest, Investing, investment, investment portfolio, investment tips, investments, investors, IRA, kitchen, Main, making, market, married, Media, meta, mobile, money, More, Morningstar, Music, new, new york, one year, or, Other, pandemic, Personal, personal finance, place, points, portfolio, pretty, price, products, property, protect, Purchase, rate, Rates, reach, ready, Real Estate, reddit, Refund, retirement, right, Secondary, secondary market, securities, social, society, spouse, states, student, Style, tax, tax refund, time, tips, title, tools, Treasury, Treasury bonds, Twitter, united, united states, VA, value, will, work, working

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.

Posted in: Financial Advisor, Growing Wealth, Investing Tagged: 2, 2022, action, active, active investing, advice, advisor, All, analysis, app, assessment, assets, average, Bank, before, big, bitcoin, blue, Broker, brokerage, business, Buy, Buying, CFPB, charts, clear, closing, color, commission, commissions, company, crypto, crypto assets, cryptocurrencies, cryptocurrency, customer service, data, decisions, Development, display, diversification, ETFs, exchange traded funds, expenses, Fall, Fees, Finance, Financial advice, Financial Goals, financial tips, Financial Wize, FinancialWize, FINRA, fund, funds, future, gap, General, goals, good, government, graph, Growing Wealth, HR, index, Invest, Investing, investment, investment returns, investments, Investor, investors, IRA, Learn, Legal, lending, list, LLC, loan, Loans, low, LOWER, Main, Make, market, measure, money, More, Mortgage, mortgage refinancing, Move, Moving, needs, neutral, offer, offers, one day, one year, Operations, or, Original, Other, paint, past performance, patterns, Personal, Personal Loans, price, Prices, probability, products, protect, protection, ready, rebalancing, refinancing, Research, retirement, retirement funds, returns, Revenue, right, risk, sales, savings, schools, SEC, second, securities, security, Sell, shares, short, simple, social, sofi, states, stock, stocks, Strategies, student, Student Loans, Style, tax, time, tips, trading, traditional, trend, upside down, value, volatility, volume, wealth, will

6 Best Options Trading Platforms of 2022 – Updated for August

March 24, 2023 by Brett Tams

With the advent of online trading, options trading platforms, brokers, and exchanges have arisen to facilitate fair trading of stocks, options, and more.
Posted in: Money Basics Tagged: 2, 2022, 2023, 429, ad, advisor, Alabama, All, AllY, analysis, app, Apps, Arizona, Arkansas, ask, Auto, Auto Loans, Bank, basic, basics, before, beginner, bitcoin, bond, bonds, bonus, Broker, brokerage, brokers, build, business, Buy, ca, california, chance, charts, Checking Accounts, choice, Choices, Colorado, commission, commissions, company, Competition, Connecticut, cons, contracts, cost, crypto, cryptocurrencies, cryptocurrency, ct, customer service, data, decision, deposit, diversity, efficient, ETFs, exercise, existing, expectations, Fees, Financial Services, Financial Wize, FinancialWize, Florida, Free, fund, funds, futures, Georgia, get started, goals, good, guide, Guides, hawaii, hold, hours, How To, how to invest, id, idaho, ideas, Illinois, index, indiana, industry, interest, Invest, Investing, investment, investment apps, investments, Investor, investor tools, investors, IRA, IRAs, items, Learn, Legal, Life, list, lists, Loans, louisiana, low, LOWER, maine, Make, making, Making Money, market, Market Trends, markets, Maryland, Massachusetts, md, Michigan, mississippi, missouri, mobile, Mobile App, money, montana, More, Morningstar, Mortgages, Move, mutual funds, nebraska, Nevada, new, New Jersey, new york, News, north carolina, offer, offers, Online Trading, opportunity, or, Oregon, Other, ownership, Personal, Personal Loans, place, Popular, portfolio, premium, pretty, price, pros, protect, Purchase, Quotes, Rates, reach, ready, Research, retirement, Reviews, reward, right, risk, risk and reward, robinhood, robo-advisor, robo-advisors, rollover, roth, savings, Schwab, search, searching, second, securities, security, Sell, short, Side, single, Software, South Carolina, south dakota, space, stock, stock trading, stockbrokers, stocks, Strategies, Style, tax, taxable, Tennessee, texas, time, timeline, title, tools, trading, traditional, Transaction, trends, unique, Utah, value, virginia, virtual, washington, Washington DC, what is a brokerage account, will, Wisconsin, work, youtube

What Does “FBO in Trust” Mean?

March 24, 2023 by Brett Tams

FBO is an abbreviation for the common term “for the benefit of” and it is often used in estate planning. In a trust, the term conveys ownership and value to the trustee. The FBO legal language is there to protect … Continue reading →

The post What Does “FBO in Trust” Mean? appeared first on SmartAsset Blog.

Posted in: Estate Planning, Home Repair Tagged: 2, 2022, 2023, 429, accountant, advisor, All, apple, assets, author, beneficiaries, beneficiary, Benefits, Blog, Capital Gains, categories, charity, Children, company, court, Credit, creditors, data, death, Deposits, entry, estate, estate plannign, Estate Planning, evergreen_simplefeed_delay, facebook, Family, fbo, filing taxes, Financial Advisor, Financial Wize, FinancialWize, for the benefit of, Form 1041, Free, funds, General, Google, Grandchildren, heirs, How To, id, Income, income tax, index, inherited, inherited IRA, interest, IRA, irrevocable trust, irs, language, Legal, Living, living trusts, Main, Make, making, manage, Media, meta, money, More, or, organization, Other, ownership, place, Planning, points, probate, property, protect, protection, questions, reddit, Research, retirement, retirement account, return, right, smart, social, states, Style, tax, taxes, Terminology, time, tips, title, tools, trust, trustee, trusts, Twitter, value, will
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