Follow these tips to crush your financial goals in 2020. Getty In a survey by Fidelity Investments, 67% of Americans said they’re planning to make financial resolutions for 2020, with saving more and paying down debt topping the resolution chart. Of course making such resolutions is easier than keeping them. A  third of New Year’s
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Getty There is a ritual that often occurs in high net worth households in the final weeks of the year. It can be a check in the mail or tucked inside a Christmas present. At other times, it may be a deposit into a 529 plan or a trust without the beneficiary knowing. Regardless, we are at the
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broken chinese fortune cookie with 2020 and red hearts on the paper slip on a dark background with… [+] copy space, new year concept, high angle view from above Getty As my regular readers know, I am a huge proponent of diversification, as I consider it one of the best ways to sleep well at
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The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act” makes significant changes to how IRAs and certain retirement benefits must be treated post-death. We reviewed many of the changes and planning implications of this new law on your IRA and retirement benefits in “SECURE Act New IRA Rules: Change
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Paul Bradbury | Getty Images No debt is your goal for the new year. It’s a perennially popular resolution, says Lauren Anastasio, a certified financial planner at New York-based personal finance company SoFi. When people are coming off the holidays and holiday spending, they often have larger credit card bills coming due. “It tends to
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As 2019 draws to a close and the calendar turns toward the new year, it is an opportune time for investors to position their stock portfolios for 2020; with the S&P 500 near a record high and interest rates on the decline, high-yield dividend growth stocks are especially attractive for income investors, asserts Ben Reynolds,
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