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Benefit of Naming Beneficiaries

By Karyn Koenig It is never an easy topic to discuss what will happen to us when we are gone. But sometimes it is the simplest aspects of planning for our loved ones that can be the most beneficial.

Protect Yourself From Identity Theft

Over 27 million Americans have been victims of identity theft and only 52% of these victims learned of the fraud by obtaining a credit report. The remaining 26% were contacted by their banks and 8% found out the hard way – by being turned down for credit. You can protect yourself by monitoring your credit throughout the year. Federal law grants you…

Deciphering Earnings Season: Beats & Misses

by Bret Hartman Earnings season hits Wall Street four times a year. Publicly traded companies will release their quarterly financial statements at the end of each quarter: In the beginning of April, July, October and January.

Investing Young Makes a Huge Impact

To show how affective early investing is, we have an example of two participants: Participant A starts to invest $2,000 per year starting at age 21 and stops at age 30. At age 60, the estimated value of Participant A’s portfolio is worth $367,000. Participant B starts to invest $2,000 per year starting at age 31. By the time Participant B reaches…