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Benefits of Investing in Private and Commercial Real Estates (REIT)
Smart investments are efficient ways to put your money to work and build wealth. And the whole concept of investment is confusing as there are a lot of aspects to consider in what and where to invest money so that we get maximum bang for our buck. One of the main...
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All You Need to Know about Health Savings Account
Are you looking for an excellent way to secure your health expenses? Health Savings Account (HSA) provides multiple benefits and the required flexibility. It is like having a personal savings account, but you can use the money only for qualified medical expenses. A...
Guide to Effective College Financial Aid Planning
You are done with school and excited about college application. You have shortlisted a couple of colleges and are applying with fingers crossed. While picking your favorite courses and location, there is something important that needs to be considered while selecting...
How to Maximize Your Benefits with Social Security Optimization
The main focus of social security benefits is to provide people with a primary source of income that is not affected by market fluctuations to support them during retirement. These benefits are designed to provide you with security in your later years. A well-planned...
Understanding Behavioral Finance to Help You Make More Informed Investment Decisions
Sometimes it is useful to borrow principals and ideas from other fields to help better understand your own area of research. When experts in finance use methodology from psychology to help better understand the behaviour of investors and others in the field of...
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Financial Planning
What Is Portfolio Stress Testing?
Fewer than one in five U.S. adults feel 'very confident' about their saving habits, according to NFCC's 2019 Consumer Financial Literacy Survey. While this is a bit alarming, it's also not all that surprising. Financial literacy is often low among the general...
Signs It’s Time to Seek Support From a Wealth Manager
For some investors, consulting with wealth managers is a no-brainer. Whether it's because investing is their chosen profession or for some other reason, they feel that the financial aspect of their lives is usually best handled by a professional. For others, however,...
What’s the Difference Between a 401(k) and a Pension Plan?
Around 46% of Americans say they don't know how much they have saved for retirement. This can be problematic as it makes it harder to plan and guarantee for the future. Using a retirement income planner is a great way to evaluate your long-term financial goals and...
4 Tips on Planning for Your Retirement
Even if you're saving for retirement, chances are likely that you're not quite ready for that particular step. It might seem rather far off, and perhaps like something that you don't need to worry about in the near future. But while it's true that you may not need to...
How Hiring a Financial Planner Maximizes Your Investments
Your finances play a big role in where and how you live. With the low cost of living and affordable state taxes, Pittsburgh is an ideal place for families to settle long-term. After you’re established in “the Steel City”, and even if you’re not quite rooted, life...
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Behavioral Coaching
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Investment advisory services offered through Cambridge Investment Research Advisors Inc. a registered investment advisor.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Arizona, California, Florida, Massachusetts, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Utah and Washington.
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