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The Why and How of Investing in Startups with a Gold IRA

Posted by on Jul 17, 2017 | 0 comments

An IRA allows you to save for retirement and invest your money in real estate, stocks and bonds, mutual funds, and more. You can also use your IRA assets to invest in startup equity, through startup funding platforms or “accelerators” that bring investors together and provide other services to new businesses. An IRA allows you to save for retirement and invest your money in real estate, stocks and bonds, mutual funds, and more. You can also use your IRA assets to invest in startup equity, through startup funding platforms or “accelerators” that bring investors together and provide...

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5 Tips to Sustain an Advisory Business in a Challenging and Rapidly Evolving Industry

Posted by on Jul 10, 2017 | 0 comments

The independent advisory industry was experiencing a tough time back in 2014. The AUM revenues were going down due to a weak stock market, the competition was constantly increasing, the client bases of numerous independent firms were aging and there was a new wave of low-cost digital advice platforms mushrooming everywhere. Moreover, this industry faces increased commoditization, escalating regulations and not many choose to enter this profession. Owing to all these factors, this industry had to make several changes to sustain and grow in a rapidly changing industry. If you are a retirement...

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8 Savings Tips for Millennials Who want to Retire Rich

Posted by on Jun 30, 2017 | 0 comments

The thought of retirement seems to be far-fetched for many young people and the numerous bills that you have to pay do not make it any easier. However, the reality is that postponing your retirement savings is a big mistake, as it is likely to translate to retiring under not so good circumstances or retiring later than the ideal age. This is backed up by findings of the NerdWallet study that suggested the 2015 college graduates will retire at the age of 75 despite the current retirement age being 62. This is not cast in stone however and you can begin writing your retirement story today by...

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Borrowing against Your IRA: 6 Common Questions about IRA Loan

Posted by on Jun 26, 2017 | 0 comments

IRA loans for property and investments may seem like a good idea, but there are some risks to consider. These 6 FAQs will help you understand more about them: IRA loans for property and investments may seem like a good idea, but there are some risks to consider. These 6 FAQs will help you understand more about them: Can an IRA Loan Be Taken and is it a Good Idea? Technically, you can’t borrow against your IRA or take a loan directly from it. What you can do, however, is use the “60-day rollover rule” as a method of financing expenses, loans or investments. Essentially, money taken out...

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5 Ways to Make your Money Last During Retirement

Posted by on Jun 19, 2017 | 0 comments

You have worked and saved your whole life to retire and sometimes the thought of running out of money can cause a degree of anxiety. There are, however, strategies you can implement to make sure your money will last you for your entire retirement. This may seem overwhelming and difficult but the simple steps below can help you lead a comfortable and stress free retirement.   1. Meet Periodically with a Financial Advisor Similar to going for your physical, a retirement “check-up” is critical to making sure you stay on track. When you were younger, getting away with an annual review...

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The 5 Costliest Mistakes IRA Owners Make

Posted by on Jun 12, 2017 | 0 comments

You might be scrambling right now to put together the money you need to make your IRA contribution for the year. There’s nothing wrong with that. In fact, there is a lot right with investing in your IRA. You get a sweet tax deduction, tax-deferred growth and a bigger nest egg to draw from when you retire. But just because you contribute to your IRA doesn’t mean you can check that box and move on to your next task for the day. A lot of people do that and fail to take the extra steps that can amplify the true value of their IRA investments. Here are the top 5 mistakes investors make with...

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