Latest articles by Brian Spinelli, CFP®, AIF®
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Five Tips for Level-Headed Investing in 2024 and Beyond
As we head into a new year of investing, now is a good time to consider where you’ve been and where you’re going and adjust where (and if) needed.
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New to Investing? Here Are Some Tips Before Getting Started
The investing world can be overwhelming and complex, but keeping your eye on your goals, timing and expectations can help make it easier to succeed.
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Five Financial Strategies for High-Net-Worth Individuals
Even if you’re not an HNWI, these strategies for long-term investing, tax management and more can be very helpful to get you on track to being an HNWI.
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Fearing a Recession? Five Things to Do Now to Your Portfolio
Waiting until a recession is ‘official’ could be too late, so consider taking some steps now to set your portfolio up for resiliency.
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How to Balance Saving for Retirement and Your Kids’ Education
college Achieving your goals takes patience and time – but starting early will give you a big edge. And while it may feel unnatural, put yourself (and your retirement) first.
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Is the Traditional 60/40 Portfolio Truly Dead? Or Just Hibernating?
Making Your Money Last Why looking to alternatives to bonds makes sense right now.
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Who Should Consider a Roth IRA – and Why Now?
Roth IRAs While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you.
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No Summer Vacation This Year? What to Do with the Money You’ve Saved
spending Maybe that trip to Hawaii you dreamed about didn’t happen, but look at the bright side: You have a nice little windfall to plan for.
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