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rebalance investment portfolio

How to Rebalance Your Investment Portfolio

The initial asset allocation of your investment portfolio is crucial for long-term financial success. However, investments are not something that can be left unmaintained for years. Occasionally, the market will change, or your risk level will fluctuate. To make sure your target asset allocation stays consistent, you need to rebalance your investment portfolio.

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Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option.

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Financial advisor vs financial planner: What’s the difference?

All licensed professionals are in fact advisors, but not all advisors are indeed financial planners.

raising-financially-responsible-children

How to Raise Financially Responsible Children

Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable and what they learn in early years develops behaviors and traits that will carry on into adulthood.

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Financial Planning Rules For Millennials

Millennials are quite possibly the most underserved group within the US when it comes to financial planning and investing for future events.

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Retirement Planning for Millennials

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.

do-student-loans-influence-your-credit-rating

Do Student Loans Influence Your Credit Rating?

Let's delve into the intersection between your student debt and credit score, unraveling the connection that may not be as detrimental as one might imagine.

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5 Strategies for Millennials to Create Long-Lasting Wealth

For some millennial investors, managing finances can be stressful, but with the correct strategy you can still grow wealth for the long term.

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Mastering the Art of Debt Free Living

Falling into debt is easy to do, but overcoming it isn’t quite as simple. Unfortunately, in today’s world, consumerism and high inflation costs have created a society where being in debt is more common than living without it. While people assume that living debt free is reserved for the wealthy, it doesn’t have to be.

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Top 7 Budgeting Tips to Fund Your Children’s College Tuition

College is expensive and getting stuck with student loan debt can lead to lifelong payments that far exceed the actual cost of college. If you have children or are planning to have children and want to provide them with the best opportunity possible, saving for college should start early.

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William Bevins Jr, CFP® CTFA

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