Tag: certified financial planners

How Value Investing Works and How to Start It

Investing is key to wealth creation and effective management of personal finances. It goes beyond just saving money. Through investing, your money can compound over...

How to Handle a Large Inheritance

Inheriting a large sum of money or assets can be a life-changing event. While it can bring financial security and opportunities, it can also be...

How to Invest $200k for Passive Income

Investing a large sum of money, like $200,000, can be exciting and intimidating. The good news is that, with careful planning and a strategic approach,...

What to do if you made excess Roth IRA contributions

Retirement planning involves setting financial goals and creating a strategy to achieve them in order to ensure a secure and comfortable future. There are a...

Portfolio Asset Allocation Models by Age

Asset allocation is an investment strategy where you divide your investment portfolio into different asset classes – such as stocks, bonds, cash and real estate...

17 Principles For Creating Wealth

Money impacts several things you do in life. From education, healthcare, housing, food, gas, and utilities, there is hardly a sphere where you would not...

Do IRA Contributions Lower Your AGI?

Retirement savings is a crucial part of financial planning, and many people opt for Individual Retirement Accounts (IRAs) to save for their retirement. However, when...

How to Measure the Compound Rate of Growth in an Investment Portfolio

Investing your money is one of the most critical components of financial planning. Investing is significant for wealth creation. It can help you achieve varied...

How to Prepare Your Finances for a Recession

A recession refers to a general decline in economic activity. It is a time when unemployment increases, consumer spending lowers, and the economic output is...

Top 10 Tips for Successful Long-Term Investing

Long-term investing has considerable advantages. It helps lower risk, offers your money more time in the market so it can grow with compounding, and minimizes...

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