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26 Investment Strategies to Simplify Your Portfolio and Save Money on Fees

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Many of us get monthly statements from banks, brokerages, mutual funds, and retirement plans. As a matter of fact, nearly half of American Association of Individual Investors respondents (49%) reported having two or more brokerage accounts. The ETRADE Core Portfolios robo-advisor is managed by one of the largest online brokerage firms.

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Maximizing Your Retirement Savings with 401(k)s and IRAs

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A Roth IRA collects income tax right away. Therefore, it doesn’t make sense to put aside so much that you have to get credit card debt just to get by. Create a brokerage account. You may also want to consider opening a brokerage account after you max out your 401(k). Decide what you can realistically contribute to.

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A Comprehensive Guide to Real Estate Accounting

Lendio

If you’re working with a real estate brokerage to build up your business and brand name, make sure you have a clear idea of your commission fees and opportunities. Each brokerage charges its own commission structure and creates opportunities for real estate agents to negotiate their percentages, signing bonuses, and other earnings.

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A Proven Way to Get More Business Deposits After the Silicon Valley Bank Collapse

Biz2X

It’s the worst crisis to hit the financial services industry since the bank, insurance, and brokerage company failures that lead to the Great Recession more than a decade ago. The data collected while applying for an account will enable you to tailor offers that meet individual needs.

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What are Liquid Assets? Small Business Owner's Guide

tillful

Non-cash liquid investments from the private or public stock market in your brokerage or other investment accounts. Taking a look at liquid assets, your personal cash or non-cash liquidity may be at risk in the event of a work-related lawsuit or debt collection if you fail to adequately protect yourself.

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Steps to Take to Protect Yourself if you are a Victim of Identity Theft

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Your SSN, legal name, credit card accounts, bank accounts, tax files, you name it. Thieves may apply for new credit lines, rack up balances, and leave you with the balances. Many banks do a soft pull on your credit before they open a new account for you. You can view your soft inquiries on your credit report.

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Retirement Planning for Business Owners: 10 Strategies to Boost Your Savings

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You can invest your money however you want, but instead of dumping all your money into a generic brokerage account, it’s typically wise to favor tax advantage retirement accounts. Collect cash up front. Though it’s a somewhat small step to take, consider collecting cash upfront when closing new sales.