Investing

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What Is Passive Real Estate Investing?

Real estate investment sure sounds great, but everyone has heard a story of someone investing a lot of time and money to earn a very small profit off their investment or rental property. What if there was a way to invest in real estate without all the grunt work?  Enter passive real estate investing. A...

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Holiday Bonuses 101: Maximize Return and Minimize Taxes

Congratulations on receiving a holiday bonus! Be careful though, do you know the tax implications? Learn how to maximize return and minimize taxes.

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Why Having Too Much Cash Isn’t Ideal

As an adult, you are told that saving money, as opposed to investing it, isn’t always the best strategy. What’s the real story?

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What is the Right Asset Allocation Model for my Age?

Asset allocation models refer to three asset classes in your investment portfolio: stocks, bonds and cash. Learn the major issues in picking an asset allocation model.

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Not All ETFs Are Created Equal

ETFs can be excellent low-cost investments, or they can be disproportionately expensive money drains. Learn what to look for so you can spot the difference.

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End of Year Portfolio Strategies

The end of a year is a time to assess the past and look forward to new opportunities. Give your holdings a review and consider these strategies as you do.

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529 Plan Mismatches

529 plans are one of the best options available to save for your child's college education, but because of their tax-deferred status, you need to be careful when withdrawing at the end of the year.

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