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Many people assume that leaving behind a big 401(k) or IRA is the perfect gift for those we love.
But there’s a twist...
We've all been at the holiday party and have received someone else's unsolicited "advice." If you've ever received a holiday party tip, you're not alone.
While kids try to figure out what Santa will bring them, adults also try to figure out the returns on their investments. And those market predictions should end up on the "Naughty List!"
Family, connection, and legacy. That's what Thanksgiving is all about. Yet so many people fail to protect their legacy. Let's fix that!
Even the best teams fumble occasionally. What separates the champions from the rest is how fast they recover!
Fees in your portfolio can add up quickly. Every fall, consider doing an autumn fee cleanup!
From the publisher's feed