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High Net Worth Women Driving Sustainable Wealth Management

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Men no longer rule the investment world — women are investing more of their wealth in sustainable investment themes than men. The rise of female affluence and influence on investment decisions is one of the most important themes to emerge in wealth management. Although women only control one-third of the world's wealth, they are growing their wealth at a faster rate than the overall wealth market. As women align investment goals and values, the rise in women's wealth is changing the world.

22 May 2020

5 Attitudes That Ensure Your Success In Credit Counseling

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For many Americans who have ended up with unmanageable debt, credit counseling services can be the lifeline needed to get back into a healthy financial shape. But in order to really and lastingly benefit from credit counseling, each client will need to come into this project with the right attitudes and outlooks. 1. Take a Long-Term View. Credit counseling is not a quick-fix solution to anyone's debt issues. It generally involves learning to make lifestyle changes and committing to a steady, long-term path to financial freedom.

2 April 2020

3 Things To Know About Investing In A 1031 DST Exchange

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A 1031 Delaware Statutory Trust (DST) exchange is a type of joint real estate ownership fund that allows investors to purchase and sell real estate using tax-advantaged transactions. Each investor contributes a specific amount that goes towards the purchase of a property, and the remaining balance is financed via a loan. The trust for the 1031 DST exchange is the borrower, not the individual investors. If the property is bought for cash flow rather than solely for appreciation, each investor will receive their share of the monthly cash flow.

19 March 2020

3 Reasons To Choose Multiple Annuities Rather Than One

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Are you planning to purchase an annuity to help ensure steady income during retirement? With fewer Americans able to access traditional pensions, more people are turning to annuities to fill the monthly gap of income that makes planning easier and safer. But before you go out and buy your annuity, consider the benefits of purchasing multiple annuities rather than one large one. How can this help and protect you? Here are three key ways.

19 March 2020

5 Issues Every Business Owners Should Discuss With An Accountant

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Hiring a business accounting services provider to assist you should be about more than making sure all your numbers line up. Business accounting skills extend into a lot of domains, and you can benefit from talking about these 5 topics with a professional. The Financial Health of Your Company Analyzing what all the numbers mean is arguably more important than just having them recorded. Is your company growing? What are the headwinds in your industry?

19 March 2020

How Investors Should Respond To The Coronavirus

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The coronavirus has affected the markets and you might be concerned about whether the virus will affect your portfolio. You might to speak with your financial planner as you look for ways to grow your wealth. There are several ways that the coronavirus can affect you. How the Coronavirus is Different Throughout late February, the stock market fell. Though the stock market has fallen, it is still much higher than it was five years ago.

16 March 2020

Why Would You Need A Financial Advisor?

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Financial advisors are not just for the wealthy. These professionals can help people in most income ranges with real-life, everyday financial issues. Here is a look at a few reasons you may need a financial advisor.  Find new ways to save money Most people want to save money, but most people also have problems finding a way to save. When you bring in the professional assistance of a financial advisor, they will take a look at your income, your usual spending habits, and other attributes of your financial status to help you track down ways to save money.

16 March 2020

Growing Your Portfolio With National Broker Dealer Consultants And Financial Advisors

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When you are in the middle of trying to improve your wealth and financial standing, one of the best steps that you can take is to build your investment portfolio. There are so many great investments to be made, and taking the time to boost your stocks, mutual funds, or other shares can set you up for a prosperous financial future.  With this in mind, one of the best steps that you can take is to touch base with a national broker dealer consultant that can help guide you in the right direction.

14 March 2020

3 Things to Know About Credit Repair Services

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When is the last time you looked up your credit? Some people monitor their credit weekly, while other people avoid looking at theirs altogether. Why would a person avoid this? The main reason people do not want to see their credit is that they know it is not good. If your credit is less than good, you can do something about it. You can fix it through credit repair services. If you are interested in this, here are three essential things you should know.

11 March 2020

4 Different Ways A Payroll Consulting Company Can Help Your Small Business

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Do you have a hard time handling payroll for your small business? It is a challenge, but you can focus less on that and more on other business tasks when you get help from a payroll consulting company. The company has consultants that are ready and willing to take over payroll duties for you. Switch Payroll to a New and More Convenient System If the system you were using for payroll is outdated and difficult to use, a payroll consultant can switch everything over to a new system.

10 March 2020