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A Formula for Happiness
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Happiness has traditionally been considered an elusive and evanescent thing. To some, even trying to achieve it is an exercise in futility
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Multilevel-marketing companies are forcing people into debt and psychological crisis
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As economic opportunity has become more concentrated in urban areas in the U S , rural communities have fallen behind.
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10 smart financial steps that lead to a comfortable retirement
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With so many Americans lagging behind on retirement savings, it’s high time workers had a blueprint for retirement that, if followed, will lead to a golden time in one’s golden years.
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Managing clients' cash cravings
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In investing, cash is generally viewed as something best avoided or minimized…
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Five Ways Trusteed IRAs Can Keep A Good Thing Going
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Combine the tax advantages of an IRA with the flexibility and control of a Trust.
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10 Biggest Regrets Couples Have About Money
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Being part of a couple can have many advantages, but sometimes the financial discussions and disagreements can be hard to handle.
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Why I Lost My 10-Year Bet With Warren Buffett
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Fees matter in investing.
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Helping Clients Determine Risks in Alternative Investments
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One of the keys to their success with alternatives lies in differentiating between perceived and actual risks.
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15 Scams Targeting Seniors
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Seniors tend to own their homes and have strong credit and ample savings, according to the FBI. They’re also less likely to report fraud and tend to be less familiar with technology.
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Whistleblower, after retaliation by JPMorgan, pays FINRA price, too
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Thanks to a settlement this week, FINRA has punished just one known individual associated with a 2015 product-pushing case in which JPMorgan admitted it breached its fiduciary duty to clients nationwide: a whistleblower.
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