Author archives for Chelsi Balfour

    How to Weather a Market Correction

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    How to Weather a Market Correction

    Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over rising interest rates, a global health crisis, or problems within a single sector that cause a domino effect across the market.

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    It’s Time to Have “The Estate Plan Talk”

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    It’s Time to Have “The Estate Plan Talk”

    Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs bett …

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    Why Investors Should Avoid Overconcentration

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    Why Investors Should Avoid Overconcentration

    A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation package or they may have bought shares of a single company, hoping to choose a big winner.

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    How Women Can Overcome Obstacles to Retirement

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    How Women Can Overcome Obstacles to Retirement

    Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but it can be especially hard for women, who face a number of financial headwinds.

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    Keeping Your Financial Accounts Cyber-Secure

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    Keeping Your Financial Accounts Cyber-Secure

    Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against the threat of hackers. …

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    Lessons from the FIRE Movement

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    Lessons from the FIRE Movement

    The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can move toward financial freedom and perhaps even retire decades ahead of schedule.

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    Get a Jump Start on Your 2022 Taxes

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    Get a Jump Start on Your 2022 Taxes

    As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April 2023 rolls around.

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    4 Tips to Help You Avoid Timing the Market

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    4 Tips to Help You Avoid Timing the Market

    Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your investments lose value — or to buy when the market is surging. But predicting the effects of short-term market movements like these is nearly impossible. And efforts to “tim …

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    Hedging Against Inflation in Your Portfolio

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    Hedging Against Inflation in Your Portfolio

    Rising inflation is a concern among investors. Here are five ways to protect your investments.

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    Negotiating for Workplace Benefits

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    Negotiating for Workplace Benefits

    Improve a job offer by thinking beyond your salary.

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