BJ’s Offers Double Rewards For Three Days Only

Stepping Into Financial Wellness | What Would Accreditation Change Mean for Real Estate Investors? | 5 Tips to Boost Your Financial Wellness This Winter Created for {EMAIL} | [Web Version]( December 7, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Instagram ]( [Youtube]( [SIGN UP]( ⋅ [WEBSITE]( [] INTRODUCTION [] - [Stepping Into Financial Wellness]( I know the readers of A Step Ahead are financially savvy and don’t [invest]( without doing their homework. A new proposal before Congress would loosen restrictions on investing, and we have an expert’s point-of-view on how this change could impact real estate investing for the better. Another aspect of being financially savvy is using all of your available resources to advance your goals. We have some expert advice about how to better use employer provided resources to improve your financial situation. Finding ways to get rewards or rebates when buying your necessities is savvy and resourceful. Kiplinger personal finance editor [Ellen Kennedy]( has details of an offer for BJ’s members to earn double rewards on their purchases. - Donna LeValley, personal finance writer [Get Advice From Vanguard When You Need It Most]( Vanguard Personal Advisor is built to provide you an ongoing collaboration with our professional advisors - no matter where you are. Our advisors are salaried and don't earn commissions, so they'll always put your best interests first. [Take the first step with Vanguard today]( Paid non-client promotion [GET STARTED]( ADVERTISEMENT [] TOP STORY [] [What Would Accreditation Change Mean for Real Estate Investors?]( [What Would Accreditation Change Mean for Real Estate Investors?]( (Getty Images) Did you know the SEC has qualifications for investors? An accredited or sophisticated investor is one with a special status under financial regulation laws. Those laws limit who can invest and what they can invest in based on income or net worth. [Edward E. Fernandez, CEO of 1031 Crowdfunding, examines the upside of the proposal to allow investors to qualify for accreditation by taking an exam](. [] FINANCIAL WELLNESS [] [5 Tips to Boost Your Financial Wellness This Winter]( [5 Tips to Boost Your Financial Wellness This Winter]( (Getty Images) November to December is typically open enrollment for employees. We typically focus on the health and retirement options at our disposal. Did you know many employers offer financial education or planning assistance? [Kate Winget, MD for Morgan Stanley at Work, encourages you to use all of the benefits from your employer and offers five tips to help you regain some control over finances](. [Are You Maximizing Your Portfolio?]( An advisor can help you determine if you are making the most out of your portfolio so you can make the most of your retirement. Take this short quiz to get matched with up to 3 vetted financial advisors serving your area. It's never too late to work towards financial freedom. Get started today. [LEARN MORE]( ADVERTISEMENT [] REWARDS DEAL [] [BJ's Credit Cards Double Rewards Deal]( [BJ's Credit Cards Double Rewards Deal]( (Getty Images) I’m a BJ’s member and this deal has my attention. They are offering double rewards on your purchases for a limited time. If you don’t have a BJ’s credit card, it might be time to consider one. These cards have no annual fee and the rewards don’t expire. [Keep reading to find out the three-day period this great deal is in effect](. [7 Secrets to Know About Hiring a Financial Advisor]( Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. Be aware of these 7 secrets comfortable retirees know about hiring an advisor, so you can find peace of mind and potentially avoid years of stress. [LEARN MORE]( ADVERTISEMENT [] ALSO ON KIPLINGER [] - [Is a recession looming](? 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