Financial Planning, Retirement, and Personal Finance Articles from Lundervold Financial

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How to Build Wealth in Your 30s — Retirement by Decade Series

Thinking about retirement when you’re a little more than a decade out of school and entering the height of your career might feel a little premature (although your parents will tell you how fast time flies and it’s never too…

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Can Money Buy Happiness? Survey Says Yes … and No

In 2010, two Nobel prize-winning economists published a study purporting that people with more money feel better about their lives. However, that held true only up to an annual salary of $75,000 ($90,000 in today’s dollars). Past the $75k threshold,…

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Retirement by Decade Series: 3 Money Rules to Live By in Your 20s

You’re probably tired of being told about the importance of saving for the future. It’s hard enough to pay today’s bills without worrying about what life’s going to be like when you’re 65 or so. And let’s face it, no…

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The Power of American Workers

First unveiled while President Joe Biden was still on the campaign trail, his “Build Back Better” infrastructure plan aims to help tackle unemployment and climate change. The plan calls for $2 trillion in spending over four years with investments in…

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What Is The Value of a CEO Pledge?

As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so for the other stakeholders it was designed to represent. In…

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‘Where Should I Be Financially at 40?’ Retirement by Decade Series

When you’re in your 20s and 30s, retirement seems so far away that it’s nearly impossible to imagine. After all, when something is 30 or 40 years in the future, it barely seems real. When you hit your 40s, however,…

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Vaccines and the U.S. Stock Market

If there’s one thing that can move the economy and stock market forward, it’s hope. In 2021, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery…

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Financially Preparing for a Loved One’s Death

America began 2021 experiencing the worst days of the COVID-19 pandemic. As of Feb. 1, case numbers continued to rise, with recorded deaths since January 2020 ranging from 413,1961 to 441,409,2 depending on sources used (CDC provisional count waits for…

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Retirement for Millennials: Planning for a Future That Seems Decades Away

What if we asked you to look at millennial retirement a different way? What if instead of looking at saving and investing your income for something that’s going to happen 30 to 40 years from now, you instead look at…

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Real Estate Trends & Predictions (2nd Quarter of 2021)

Tech companies such as Facebook, Twitter, Square, Dropbox and Stripe have announced that they are giving employees the option to work from home on a permanent basis since the COVID pandemic began in 2020. Workers who take advantage of this…

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