Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
FINANCEINSIGHTS.NET
Retiring in Uncertain Times? FREE Guide
Old saying "prior proper planning prevents poor performance"! Start planning now for your financial future!
Financial Planning Association of New Jersey
September 24 at 10:05 AM ·
No one has ever become rich by simply saving. Money grows by proper planning. -- Warren Buffet
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
BRIGHTONFINANCIAL.COM
Red Flags for Tax Auditors
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
BRIGHTONFINANCIAL.COM
Inflation & Your Money
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
BRIGHTONFINANCIAL.COM
Social Security: Maximizing Benefits
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
BRIGHTONFINANCIAL.COM
Mutual Funds vs. ETFs
Discover your Risk Number® and find out if your current investment strategy truly reflects your risk tolerance (and for many people, it doesn't).
FINANCEINSIGHTS.NET
What's your Risk Number®?
FINANCEINSIGHTS.NET
Retiring in Uncertain Times? Read This
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
BRIGHTONFINANCIAL.COM
Monthly Market Insights | October 2020
Subjective risk questionnaires nearly always miss the mark. Scientifically pinpoint your tolerance for investment risk using this Nobel Prize-winning method.
FINANCEINSIGHTS.NET
What's Your Personal Risk Number®?
INVESTORS.COM
Biden Tax Plan: Six Ways It Might Affect You
When considering a record keeping system for your business, you need to ask yourself some very important questions
BRIGHTONFINANCIAL.COM
Keeping Good Records is Good Business
https://finance.yahoo.com/news/americans-bracing-finances-election-223000339.html
These are mostly things individuals/families should be doing regularly:
1) Increase savings
2) Reduce spending
3) Reduce debt
Fundamentals that drive improving your "safety margin" and your net worth over time.
FINANCE.YAHOO.COM
Americans are bracing their finances for the election — should you?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
BRIGHTONFINANCIAL.COM
What’s Your Investment IQ?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
BRIGHTONFINANCIAL.COM
The Business Cycle
Here are 4 unexpected locations that make great places to #raise your #family.
BRIGHTONFINANCIAL.COM
Four Great, Unexpected Places to Raise a Family
The coronavirus-driven recession and uncertainty will affect recent retirees and soon-to-be retirees in our own backyard. However, the uncertainty has a silver lining: the record downturn has created incredible opportunities to create tax-free income through advanced strategies like a Roth Conversion. The decisions you make next about when and how to retire, when to claim Social Security, how to create your work-free life will define your retirement. Take control of your retirement and create confidence in your plan for a work-free life by downloading this free checklist. Worried about what’s going on and want advice now? You can get your questions answered in a 1-on-1, complimentary phone appointment. Call now to reserve your time: (908) 730-7000.
FINANCEINSIGHTS.NET
FREE Checklist: 3 Pillars of Successful Retirement Plans
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
BRIGHTONFINANCIAL.COM
Do You Owe The AMT?
Your ideal #retirement may differ from reality, but we can work together to better align the two.
BRIGHTONFINANCIAL.COM
RE: Retirement
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
BRIGHTONFINANCIAL.COM
The Fed and How It Got That Way
The coronavirus-driven recession and uncertainty will make retiring within the next 5 years challenging. The record volatility, recent legislation, and economic disruption mean that the decisions you make next will define your retirement. Create confidence in your plan for a work-free life by downloading this free checklist. Worried about what’s going on and want advice now? I save a few appointments each week — grab one by calling (908) 730-7000.
FINANCEINSIGHTS.NET
If You're Hoping To Retire Within The Next 5 Years...
Do global and international mutual funds complement or conflict with each other?
BRIGHTONFINANCIAL.COM
Global vs. International: What’s The Difference?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
BRIGHTONFINANCIAL.COM
Mutual Funds vs. ETFs
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Are you ready for school—again?
BRIGHTONFINANCIAL.COM
Estimating the Cost of College
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
FINANCEINSIGHTS.NET
How Shrewd Investors Make Decisions Under Stress
