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ATS004: How to Be A Successful Investor with Arthur Lipper

I am extremely excited to have Arthur Lipper as my next guest! Anyone familiar with the finance industry knows the impact he has had. Since he started working on Wall Street in 1954 (60 years!), he is acknowledged worldwide as an innovator in the field of financial services. He pioneered breakthroughs in the fields of mutual […]
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S.H.A.P.E. Personality Test

Rick Warren of Saddleback Church developed the S.H.A.P.E. test and assessment tool to help individual discover their own specific SHAPE for ministry. I have taught this course to several churches and organizations on finding and discovering how God has shaped you for ministry, service, and one’s profession. Regardless of your belief system, this assessment tool […]
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Social Security Benefits Frequently Asked Questions

I receive more questions about Social Security than any other topic I cover, especially with my recently published article series on Maximizing Social Security. This isn’t surprising given that more members of the baby boomer generation are starting to retire and become eligible for benefits. I have published the most frequently asked questions and scenarios I have received […]
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SMART Financial IQ Quiz

To make good financial decisions, people need to not only have a basic knowledge of finances, but also be equipped with the skills to apply this knowledge. The FINRA Investor Education Program recently gave a five question SMART financial quiz. 75% of US adults taking the test stated that they were pros at managing their […]
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What is the Best Way to Start A SMART Business?

*Visit this site often for updates. I will be adding more helpful links soon for each step! According to a recent survey, 53% of American adults have considered starting their own business (Click here for 55 business ideas that are less than $5,000). Not surprisingly however, only 7.8% of Americans are business owners! Why the […]
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Learn to Start or Grow Your SMART Business

If you haven’t done so already, please download the bonus ebook below! It provides valuable information on starting a business! Here are some more valuable links below to help you start or grow your SMART Business. Many of these resources are mine, come from government programs, non-profits, educational institutions, and reference organizations online. It is […]
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ASM Investing 101

       Think of the various types of investments as tools that can help you achieve your financial goals. Each broad investment type—from bank products to stocks and bonds—has its own general set of features, risk factors and ways in which they can be used by investors. Learn more about the various types of […]
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Investment Terms Glossary

401(k)A 401(k) plan is an employer sponsored retirement savings plan. 401(k)s are largely self-directed: You decide how much you would like to contribute, and which investments from among those offered by the plan you would like to invest in. Traditional 401(k)s are funded with money deducted from your pre-tax salary. Your earnings are tax deferred […]
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SMART Management of Retirement Income

Getting Ready for Retirement When you retire, you have more control over your time, and finally have enough leisure to do what you want. While taking control of your time may not require a lot of advance planning, taking control of your retirement finances does. You need income you can count on, year in and […]
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SMART 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. These plans offer tax benefits and the opportunity for your savings to compound over time. So it’s important to understand every aspect of how your 401(k) plan works, whether you’re just getting started or you’re […]
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