Planning – Page 4 – MRA Advisory Group
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Category: Planning

College Cost Data for 2018 – 2019

  The College Board has released college cost data for the 2018-2019 school year in its annual Trends in College Pricing report. Here are the highlights:   4-Year Public Colleges (in-state students): Tuition and fees increased an average of 2.5% to $10,230 Room and board increased an average of 3.1% to $11,140 *Total average cost for 2018-2019: $25,890 ($25,290 in 2017-2018)   4-Year Public Colleges (out-of-state students): Tuition and fees increased an average of 2.4%…
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Common Retirement Planning Mistakes

    As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale Planning for retirement is a task that many of us tend to put off for a later date, but it is a necessary task which each of us must inevitably face at some point in our careers.  If you are new to retirement planning, it is easy to make some mistakes along the way. This is understandable, as…
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Estate Management Checklist

    Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your…
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4 Reasons for the Return of Market Volatility

Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more than six percent during the first three trading days of the month. By February 8, stocks had fallen more than 10 percent from their January highs, leaving many investors to wonder how things could change so…
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Estate Management Checklist

    Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your…
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