Latest
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What Can Small Business Owners Learn From Amazon?
Small businesses’ concerns aside, Amazon’s business principles — a focus on customer service, relationship building and use of data — are great examples for small companies to follow.
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Differences in Trade Execution Pricing Add Up, Even When It’s Just Pennies
Investors who ask their adviser to shop around for more efficient pricing on trades could end up with a lot more money in their retirement accounts at the end of the day.
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How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate
Equally sharing the wealth among the kids isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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5 Year-End Financial Planning Strategies for a Down Market
Uncertainty might make you want to stand pat instead of making traditional moves for the next year, but there are some things you can do to take advantage of a depressed market.
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5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
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3 Simple 2023 Financial Actions to Think About as 2022 Ends
Focusing on your budget, debt and investments can help you navigate inflation, rising interest rates and market volatility next year.
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It’s Time to Let Your Teen Manage Your Family’s Money
The lack of financial education among young people in the U.S. is setting them up for high levels of debt and poor credit scores. Youth-oriented financial literacy platforms can help.
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Holiday Spending: Is It Time to Cut Back on Christmas Presents?
Family expectations, consumer culture and a reluctance to talk about money can lead to overspending, but there are ways to cut back without losing the spirit of the season.
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Selling Your Business? Beware of Potential Blind Spots
Finding a suitable buyer isn’t easy, so unveiling the trouble spots in your plans as early as possible can help make your business more attractive to potential buyers and ease your own transition.
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