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Advisor’s Smart Money Moves 2021

A storyboard curated to provide the sound financial advice you need to succeed in 2021.

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Advisor’s Smart Money Moves 2021
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20 stories in this Storyboard
    Forbes Advisor U.S. Outlook 2021

    Forbes Advisor U.S. Outlook 2021

    The arrival of 2021 has to have been one of the most highly anticipated new years in recent memory. When the clock struck midnight, the collective sigh of relief was almost audible. Specific to your personal finances, the need for solid fundamentals—like saving, budgeting, investing, managing debt, …

    6 Tips To Get A Head Start On Your 2021 Taxes

    6 Tips To Get A Head Start On Your 2021 Taxes

    Compare the best tax software of 2022 See our picks The IRS just announced that it’s extending the tax filing season for individuals to May 17. This year’s tax season comes with a host of changes mostly as a result of the Covid-19 pandemic, from a tax break on unemployment to people filing to claim …

    Top 10 Retirement Tips For 2022

    Top 10 Retirement Tips For 2022

    For many Americans, retirement may look different in 2021 than it has in years past. The severe economic impact of the Covid-19 pandemic could push many people to consider retiring early, with less saved than they may need. Whether or not your retirement plans are looking secure, the new year is a …

    Top 10 Investing Trends of 2021

    Top 10 Investing Trends of 2021

    It’s hard to imagine a more dramatic roller-coaster ride for investors than the year 2020. The Covid-19 whipsaw felt like the Great Recession and the Dot Com Bubble wrapped together and compressed into 12 months. That experience should provide a lesson for investors in 2021: Predicting the future is …

    October Stock Market Forecast

    October Stock Market Forecast

    The sell-off in the U.S. stock market intensified in September, completely wiping out all of the S&P 500’s 2021 gains. The S&P 500 was firmly in bear market territory at the end of September, down nearly 24% on the year, the lowest level since November 2020. By this point, investors have become …

    Best Life Insurance Companies Of October 2022

    Best Life Insurance Companies Of October 2022

    How does life insurance work? Policyholders pay premiums for a life insurance policy. If the policy is in effect when the person dies, the life insurance company pays a death benefit to beneficiaries. Death benefits are typically tax-free. Beneficiaries can use the money in any way they want, so it’s …

    Top Car Insurance Tips For 2022

    Top Car Insurance Tips For 2022

    The world of cars and trucks has some new and exciting developments planned for 2022. Well, make that mostly trucks. Ford’s F-150 has been the best-selling vehicle year after year, and in 2022 you can buy its first all-electric edition—the F-150 Lightning. Not to be outdone, Chevrolet is set to …

    Top Tips For Home Insurance Buyers 2022

    Top Tips For Home Insurance Buyers 2022

    A surge in home construction prices has been an ongoing story in 2021. A pandemic-induced supply chain disruption, inflation and labor shortages have contributed to a 15-year high for home construction backlog. While housing construction activity is expected to be bogged down in the short-term, …

    Best Travel Insurance Companies Of October 2022

    Best Travel Insurance Companies Of October 2022

    What is travel insurance? Travel insurance is a type of policy that reimburses you for money you lose from non-refundable deposits and payments when something goes wrong on your trip. These problems can range from lost baggage to flight delays to medical problems. The more you’re spending on your …

    Top 6 Credit Card Tips For 2022

    Top 6 Credit Card Tips For 2022

    So far the roaring 20s have turned out to be a bit more clamorous than we had hoped. Between the pandemic, Capitol riots, crypto craziness and everything else that’s roiled financial markets, it’s been a challenge to keep your finances on track. Here’s to hoping for a calmer 2022. Whatever you’re …

    5 Ways To Protect Your Credit In 2022

    5 Ways To Protect Your Credit In 2022

    New year, new you—right? Not if the “new you” is actually an identity thief wrecking your credit by making lavish (and unauthorized) purchases on your credit cards, opening up fraudulent accounts and destroying your financial reputation. Here are five smart practices to help you defend your credit …

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