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Should I Use a Robo-Advisor to Manage My Investments?

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It often includes automatic rebalancing, tax-loss harvesting, retirement planning and picking investments. You can access the platform 24/7 from your phone, tablet or computer. When you first sign up, the robo-advisor will ask you to complete a questionnaire to learn your general information and financial needs.

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4 Smart Money Moves to Plan for Financial Security

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They don’t have a purpose for the money they’re saving, and they often end up splurging on stuff they don’t really need (or want) rather than using it to fund a life goal such as buying a house or saving up for retirement. Start a retirement plan. You’re young, and retirement probably feels light-years away.

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Tori Dunlap, Founder of Her First 100K is on a Mission to Close the Gender Pay Gap

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But getting stuck in a cycle of accumulating and paying debt can create long-term emotional and financial damage that hold women back from other financial priorities such as buying a home, investing in the stock market or saving for retirement. Consider charging recurring payments such as a phone or utility bill onto your credit card.

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The Best Client Retention Strategies to Use Now

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Depending upon your business style and structure, follow-ups may involve a personal visit, phone call, email, text or an online survey. We’ve all asked in a phone call or personal visit, “Is Luis here today?” They take another offer, change their lives around or, sometimes, they simply retire. But because we connect with Luis.

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How to Choose a Financial Adviser

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Financial advisers can help you with much more than investing topics, including debt management and retirement plans. If you don’t have assets, children or significant debt, you might need to meet with an advisor periodically to ensure you’re on the right track with your retirement plans and brokerage accounts. How often will we meet?

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The What, Who and How of Outsourcing… So You Can Let Go

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When Harry Hecht, an Orlando, Florida-based mentor with SCORE—originally named the Service Corps of Retired Executives—encounters business owners who are reluctant to outsource, he has them track their time. “I What about the confidentiality of your business information? If it’s answering the phone, you should have a script.

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How to Boost Online Sales

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According to Halpern, every business website should have these things: Basic information: Of course you need to include your business’s name, contact information and an “About” page that makes it perfectly clear what you do and sell. Look for concrete, actionable information with a tangible benefit.

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