Wealth Video and Blog Library

What’s the Deal with Robo Advisors?

Submitted by American Capital Planning If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors? It’s easy for the media to glorify, or even glamorize the idea of Robo Advisors, but robo…

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8 Tips for Finding Balance Between Work and Life

Submitted by American Capital Planning It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an…

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Retire to Happiness – Tips to Thrive in the Next Chapter of Life

Resources: http://www.rwjf.org/en/library/research/2011/09/retirement-and-health-poll.html http://www.geoba.se/population.php?pc=world&type=15 http://www.nextavenue.org/the-secret-to-a-happier-healthier-life-just-retire/ https://www.ncoa.org/news/usoa-survey/2012-2013-results/ https://www.betterment.com/resources/retirement/planning-ahead/retiring-as-a-couple/ https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/top10ways.pdf https://www.mysavingsatwork.com/atwork/1104818723638/1104818723684/1115701245945.htm http://money.usnews.com/money/blogs/on-retirement/articles/2016-05-16/5-secrets-to-happiness-in-retirement https://www.fidelity.com/static/dcle/welcome/documents/CouplesRetirementStudy.pdf *This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice…

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5 Reasons to Invest ONLINE

Submitted by American Capital Planning Man (and Woman!!) vs. Machine.  We know that working with a real live human advisor who is a fiduciary (one who puts your interest first), can create alpha of at least 3% even if they don’t work for Vanguard.  That’s been true for the almost three decades I’ve been working with clients.  Here we…

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How to Create Order out of Chaos with Your Financial Records

Submitted by American Capital Planning It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple,…

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Should You Purchase Car Rental Insurance?

Submitted by American Capital Planning Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want to purchase rental car insurance. It’s made worse when the agent goes into a pitch about how most people’s auto insurance won’t cover all of the costs incurred…

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Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days. And if I’m honest, the world is a bit of a scary place at the moment, with politics…

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The Biggest Reasons to Own Life Insurance

Submitted by American Capital Planning Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic financial security needs would be in jeopardy should they suffer the loss of one of their primary breadwinners. Intellectually, it is not difficult for people to understand the…

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The Very High Cost of Waiting to Save for Retirement

The Very High Cost of Waiting to Save for Retirement | American Capital Planning

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