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September 09, 2008 |
Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at
Merriman Berkman Next this summer with the intention of creating
educational material for young investors. This three part series
featured on FundAdvice.com is perfect for those investors who are
looking to get started but need to know the basics first.
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September 02, 2008 |
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Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at
Merriman Berkman Next this summer with the intention of creating
educational material for young investors. This three part series
featured on FundAdvice.com is perfect for those investors who are
looking to get started but need to know the basics first.
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August 27, 2008 |
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Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman Berkman Next this summer with the intention of creating educational material for young investors. This three part series featured on FundAdvice.com is perfect for those investors who are looking to get started but need to know the basics first.
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June 12, 2007 |
I love contests. In fact, I love them so much that I have refereed hundreds of soccer games over the past decade. But I hate stock-picking contests, especially those designed for teenagers. That’s why I was mortified to read about a recent contest “won” by a Seattle school.
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September 01, 2005 |
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Paul Merriman's estate plan is the topic of Chapter 16 in his book, “Live It Up without Outliving Your Money,” published in 2005 by John Wiley & Sons. In this article, Paul summarizes that discussion and adds some new material.
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August 07, 2000 |
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No, that's not a typo. In 1994 I made an investment that is likely to grow from $10,000 to more than $20 million and you can do something similar. I'll tell you how, however, this plan comes with a caveat: you probably won't live long enough to see the final payoff.
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August 18, 2000 |
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These materials are designed to provide general information on Irrevocable Trusts established for single beneficiaries. The information is non-specific in nature. Each Trust is different, and should be reviewed by an appropriate professional. This article should not be utilized as a substitute for professional service in specific situations. If legal advice or other expert assistance is required, the service of a professional should be sought.
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October 07, 2001 |
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If you’re old enough to read this, it’s probably too late for you to take full advantage of one of the oldest and most foolproof investment plans around: the proven notion that you can retire comfortably if you just save $1 a day. The catch? There are two, actually. First, you must start saving when you’re born. Second, you’ve got to leave your savings to compound, without spending the earnings or paying taxes on them.
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February 07, 2003 |
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Most of us who are parents (and grandparents) tend to lavish attention on our children (and grandchildren), hoping we can provide the right encouragement, the right environment, and the right examples so these young people will turn into successful, fulfilled adults. We give them our time, our love, and (hoping that a little of it rubs off) the benefit of what we’ve learned in life.
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July 20, 2005 |
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Setting aside money for college education can be a complex endeavor for many families. But some of today’s options are much better than those of yesteryear. In this article, we examine the cream of the crop of tax-sheltered 529 savings plans.
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