Financial Living Blog

Behavioral Tricks to Make Smarter Financial Decisions

Jul 18, 2019 9:32:45 AM

You have the freedom to design your financial future. But, you’re not free from the human tendencies that can trip you up along the way.

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Third Year in a Row: Advance Capital Management Is a Top 300 Financial Adviser

Jun 27, 2019 9:24:09 AM

It is with great pleasure to announce that Advance Capital Management has earned a spot on the 2019 Financial Times 300 Top Registered Investment Advisers list. This is our third year in a row on the list, which recognizes top independent RIA firms from across the U.S. 

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26 Must-Know Statistics about Estate Planning

Jun 13, 2019 9:25:37 AM

Do you have a will or an estate plan? Around half of you reading this said “no.” And of those of you who said “yes,” most haven’t updated their will or plan in some time. If there’s a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone.

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Where to Get Help with Caregiving

May 30, 2019 12:47:19 PM

WANTED: High-energy, extremely selfless and caring multitasker. Duties may include: negotiating the nation’s complex health system, arranging frequent trips to various medical facilities, maintaining a strict prescription schedule and daily tasks such as cooking, cleaning, dressing, bathing and other household chores. Required skills: strong communicator, high stress tolerance and ability to lift more than 20 pounds. Must have a valid driver’s license and must be willing to work long hours and available on short notice. Salary: N/A.

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Overcoming Financial Challenges Women Face

May 15, 2019 10:41:24 AM

By Lara Mazek, CFP®

As a new mom and a CERTIFIED FINANCIAL PLANNER™, of which only 23% are female, I am keenly aware that the financial challenges men and women face are not equal.

Society has come a long way in improving gender equality, but there are still many roadblocks that are unique to women when it comes to planning for retirement – earning less, spending more time out of the workforce and living longer, to name a few.

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Advance Capital Management Named to 2019 Best Places to Work List

Apr 17, 2019 1:09:20 PM

We love our clients.

We also love each other as a dedicated, hard-working team.

Therefore, it is with great pleasure to announce Advance Capital Management was recognized as a 2019 Best Places to Work for Financial Advisers by InvestmentNews magazine.

We were chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

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How to Save for Short-, Medium- and Long-Term Financial Goals

Feb 27, 2019 9:23:20 AM

Not all financial goals are alike, so the way you save for each one should be different, too. Think about it. You don’t save for a vacation in an IRA and you don’t save for retirement in a low-interest savings account.

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Should You Save or Invest Your Tax Refund?

Feb 13, 2019 9:01:27 AM

Every dollar is a decision to be made. Should you spend it? Save it? How about invest it?

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Student Loan Debt: A Growing Problem for Older Adults, Too

Feb 1, 2019 7:51:24 AM

There’s nothing wrong with wanting the best for your children and your grandchildren. Specifically, the best tools for them to succeed. Therefore, you might not bat an eye when a child or grandchild asks you for help to pay for college.

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The Best Way to Pay Down Debt

Jan 10, 2019 10:08:06 AM

Although our financial lives are all different, we tend to look for one-size-fits-all solutions to our financial challenges. Take debt, for example. There are two effective methods that will help you pay down debt: the debt snowball and the debt avalanche. Instead of taking the time to consider which method is most appropriate for their financial situation, most people just want to know: “Which method is the best, the snowball or the avalanche?”

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