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  1. Home
  2. Archived Blog
  3. December 2017

December 2017

What You Can Learn From Reviewing Your Financial Situation in 2017

Submitted by Moneywatch Advisors on December 15th, 2017

Don’t read this blog post now – save it for the week between Christmas and New Year’s and read it then. Let’s face it, you’re running around like your hair is on fire trying to finish work projects, attend parties and finish your gift buying. But that week after Christmas is usually pretty slow. If you’re working, there aren’t a lot of phone calls. If you aren’t working, outside of a movie or maybe ice skating, there’s plenty of free time. Take one hour during that week and 1) Read this blog post; and 2) Review the following items:

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December 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on December 4th, 2017

Enjoy this month’s newsletter that features a holiday open house reminder, important TD Ameritrade year-end deadlines, the First Eagle Fund settlement and 2018 COLA figures for Social Security…

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These Six Traits Predict Your Ability to Build Wealth

Submitted by Moneywatch Advisors on December 1st, 2017

I have a distinct memory of sitting on a tractor on my grandfather’s Nebraska farm as an adolescent and telling my father and brother that I was going to be a millionaire someday. My Dad laughed out loud and asked how I was going to manage that? I shrugged and said, “I just will.” I never had a get-rich-quick scheme or a vision to create the next Pay Pal, I just kind of had a gut feeling that I would go to college, get a good job, and save. In fact, I already had a good track record of saving, reaching my parents’ stated threshold of $1,000 before they would allow me to invest in the stock market. Fortunately, my wife is also a good saver and – with advice as clients of Moneywatch Advisors for 25 years – that has resulted in an accumulation of wealth greater than we imagined possible.

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