5 financial matters to consider when moving to a new state

CFP®, Partner, Brightworth, Lisa Brown, and Wealth Advisor •
Kiplinger

Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location, you likely have a myriad of questions running through your mind. Where will I live? How are the schools? What’s the cost of living difference? Who are the best doctors?

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When is the perfect time to invest?

CFP®, Inc., White Oaks Investment Management, Chief Investment Officer, CEO, and Robert Klosterman •
Kiplinger

While I never have seen a survey inquiring about the desire for investing at the perfect time, I am pretty confident that the resounding response to such a question would be, “Yes! I would like it if I could identify the perfect time to invest.” At the same time, isn’t that desire for certainty exactly

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How doing nothing can pay off for investors

Contributing Editor, Kathy Kristof, and Kiplinger's Personal Finance •
Kiplinger

The first thing I used to ask my children when I returned from a business trip was, “Did you miss me?” By the time they were teens, they would respond to my re­appearances with highly developed sarcasm: “Were you gone?” So for those of you who might ask the same question (sarcastically or otherwise) about

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4 aggressive moves in your 40s to achieve long-term financial goals

Sandra Block, Senior Associate Editor, and Kiplinger's Personal Finance •
Kiplinger

The kids are old enough to drive themselves to band practice, and you’re planning an anniversary getaway with your spouse. Life is good. But college bills loom, and you’re neglecting your retirement accounts as you sock away money for college. Beef up investing. Saving for retirement is the priority. First, max out contributions to your

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What 9 hugely successful people would tell their younger selves about money

Business Insider •
Business Insider

We sometimes forget that even the wealthiest, most successful people weren’t always on top of the world. “Every master was once a disaster,” T. Harv Eker writes in his bestseller, “Secrets of the Millionaire Mind.” “No one comes out of the womb a financial genius. Every rich person learned how to succeed at the money

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