Month: July 2017

July
31

Provided by: Your Family CFO Team

There was some good news and some bad news last week…

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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July
26

Provided by: Frank Drinkwine

Rental Car Insurance: Do You Need It?

It’s a standard question at a rental car company counter: “Do you need rental car insurance?” The answer can be muddy, which is why preparation is key. Here’s how to sort out the specifics. Step 1: Talk to your State Farm agent Most vehicle insurance policies already include some sort of rental car insurance coverage—so…

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July
19

Christmas in July: Why You Should Plan Your Holiday [Small Business] Marketing Now

By Rieva Lesonsky, Guest Blogger July 6, 2017 Put down the leftover hotdogs, sparklers, and souvenir American flags. Yes, summer has barely started—but if you’re a small business owner whose profitability depends on the holiday shopping season, it’s time to start planning your marketing strategy now. Here are three reasons you should start thinking about holiday…

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July
17

Provided by: Your Family CFO Team

It was a good week for a lot of stocks, but not bank stocks…

Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist. Our goal is to simplify the financial process for individuals and families that would like to…

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July
12

Provided by: Vince Pastorino

Buying an Annuity for Retirement Makes Sense — Sometimes

Funding a tax-deferred retirement account or plan with another tax-deferred vehicle can be the right choice in some cases, but investors need to understand what they are getting and what they are paying in order to make an informed decision. By: Mark Cussen Feb 4, 2017 at 4:06PM The use of annuities inside a qualified…

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July
10

Provided by: Your Family CFO Team

Things You May Want to Know…

Last Friday, Financial Times (FT) published, ‘Five markets charts that matter for investors.’ Among the issues addressed in the charts were: The bond market bear watch. The yield on 10-year German Bunds (Germany’s government bonds) reached an 18-month high of 0.58 percent recently. Yields rose after the European Central Bank’s Mario Draghi indicated its stimulus…

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