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Tag: investment accounts

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Goal Setting Strategies with your Partner

January 9, 2020February 14, 2020by Maureen.Wright2 Comments on Goal Setting Strategies with your Partner
Goal Setting Strategies with your Partner

If you are married, engaged, in a serious relationship, single or otherwise, I hope you have found some time (or already have it on the calendar) to sit down with your other half (or accountability partner) to map our your financial goals as a unit for 2020. If you find yourself struggling to have this [...]

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What’s a Taxable Account?

December 2, 2019March 22, 2020by Maureen.Wright9 Comments on What’s a Taxable Account?
What’s a Taxable Account?

Have you heard the term taxable account before? If not taxable account, perhaps you've heard it referred to as a brokerage account or investment account. Through my client interactions, I've learned that this is not a well known investing term but nonetheless an important term to understand. Especially for those of you looking to accumulate [...]

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