Personal Financial Checklist

by allthedifference   Make your job your number one priority. Be at work on time, work hard, contribute, don’t cause problems, keep your employer informed if you do have to miss work (try not to). Read the employee handbook and follow …

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Bear Market Awareness Checklist

by Richard Rosso Bear markets characteristically align with economic contraction. In his seminal tome – “Anatomy of the Bear – Lessons from Wall Street’s Four Great Bottoms,” which should be required reading for advisors and professional investors, author Russell Napier provides comprehensive analysis …

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The Pre-Retirement Preparation Checklist

by Richard Rosso  Are you prepared? Most important: Are you aware? Aware of the common mishaps and misperceptions that may curtail a happy & healthy retirement? The Real Investment Advice and Clarity Financial pre-retirement preparation checklist can help identify potential …

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