Archive - May 2019

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Find Ways to Save on Summer Fun
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Mothers: Make Time for Financial Planning
3
How To Turn $5,000 A Year Into a $33 Million Legacy
4
(Financial) Things To Do Before You Die

Find Ways to Save on Summer Fun

You may have heard it said that those who fail to plan, plan to fail. That isn’t just a clever rearranging of words; it really has meaning. Financial planning is about the long-term and the short-term. The weather is getting warmer and in the short term, it is easy to spend money and be carefree […]

©Bring Clarity to Your Finances™. Find Ways to Save on Summer Fun is a post from Bring Clarity to Your Finances™

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Mothers: Make Time for Financial Planning

Now that Mother’s Day is over and we are back to business as usual, let’s really take a look at and appreciate mothers in the United States–many of whom are balancing a lot of different responsibilities. According to Pew Research (6 Facts about Moms): The median age at which women become mothers is older than […]

©Bring Clarity to Your Finances™. Mothers: Make Time for Financial Planning is a post from Bring Clarity to Your Finances™

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How To Turn $5,000 A Year Into a $33 Million Legacy

With a headline like that I bet you’re thinking this is one of those wild & crazy get rich schemes. However, it’s really just a hypothetical illustration of the great benefits of three factors that can work in your favor in building a legacy: compounding interest Roth IRA tax laws (including IRA stretch provisions) time What follows is an example of how you can make those three factors work together to create this $33 million legacy. How It All Started… Once upon a time, there was this guy named Joe.  Joe is 20 years old, working part-time making decent money, finishing up college, just generally living large (by a 20-year-old’s definition). On the advice of his father (yes, some 20-year-olds do listen to their fathers!), he opened up a Roth IRA, funding it with $5,000. The account was invested in a fixed 5% yield instrument of some sort (not important […]

The post How To Turn $5,000 A Year Into a $33 Million Legacy appeared first on Getting Your Financial Ducks In A Row.

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(Financial) Things To Do Before You Die

By Eve Kaplan, CFP® Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse or other family members. Some of these steps may seem […]

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