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Turning a Windfall into Lifelong Security: A Step-by-Step Guide
Whether it's an inheritance, a lottery win, or a huge bonus, how you handle a windfall in the initial stages is crucial to making sure it lasts.

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The HSA - A Triple Tax-Advantaged Powerhouse
The list of benefits a Health Savings Account (HSA) provides is extensive, making it one of the most powerful investing tools available - if you qualify.

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What is an annuity and how can it help your retirement plan?
An annuity is a contract between you and an insurance company that provides a potentially lifelong income stream in retirement.

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Is F.I.R.E. Right for you?
Do you dream of retiring early? Enthusiasts of the FIRE movement (Financial Independence, Retire Early) are encouraging more and more people to achieve their dream of retiring before the commonly accepted retirement age.

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Clearing Up Rate of Return Confusion
Confusion often arises on how to accurately calculate the Rate of Return (RoR) on any given investment. It's simply not as straightforward as one is usually led to believe.
In this video, we clear up some common misconceptions and show how to ACCURATELY calculate your RoR to better understand your investment performance.

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The Benefits of Dividend Investing
Dividend stocks are a great way to shield your portfolio from volatility and even earn money in flat or down markets. Watch our video to find out how you can take advantage of this wealth building strategy!

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