5 Moves To Make When Your Portfolio Is Over $200,000

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If you’ve reached a portfolio value of over $200,000 you likely know what you’re doing, but you’re probably also smart enough to know that no one is capable of knowing everything.

With that in mind, these moves below might be a help to you in numerous ways. Hopefully they’ll help you reach new milestones!

Let’s get to it:

1. Get A Financial Pro On Your Team Today (This Isn’t Just For Billionaires)

Do you have a financial advisor to help you make big money moves (from investments, to tax planning, estate planning, retirement planning, and more)? Why not?!

If you have a portfolio value of over $200,000 (it could be a combination of cash, stocks, bonds or other assets), answer the short questionnaire right here, and the free service from SmartAsset will instantly match you with up to three fiduciary financial advisers, all legally bound to work in your best interest.

You’ll even get a free no obligation consultation. SmartAsset is successfully helping over 50,000+ individuals match with a financial advisor each month.

This has the potential to be hugely beneficial: It’s free to use the SmartAsset service if you have a portfolio over $200k, don’t let the opportunity pass you up. Answer the short questionnaire right here.

2. Protect Your Family With An Extra $2,000,000 Life Insurance Policy (This Is A Must & Affordable!)

Make sure to try this because it’s one of the most important things you can do for the protection of your family. We hate to think about it, but who would make the mortgage or rent payments if something were to happen to you? An extra $2,000,000 could go a very long way for anyone.

It takes just a few minutes with Ethos to get a free life insurance quote.

The reality is the longer you wait to get life insurance, the more expensive it becomes. That’s because prices go up as you age. It’s best to lock in a low rate as soon as possible. It’s also best to get higher coverage than you think you need, because people underestimate how much cash their family actually would need.

Life insurance is made fast, easy, and entirely online with the #1 online life insurance provider Ethos, a company that lets you apply in minutes (no medical exams, no blood tests) and get personalized term life insurance offers based on your family’s needs. Get up to $2,000,000 in coverage. Don’t put this off until tomorrow, because you might forget about it before it becomes too late.

With Ethos, you’ll simply answer a few health questions as part of the online application. Ethos has helped protect over 100,000 families and has provided over $34 billion in coverage.

Coverage is affordable through Ethos, term life insurance policies go higher or lower depending on factors like age, health and coverage amount, you can complete the company’s application in 5 minutes right now.

Get your free quote from Ethos today and help ensure your family’s financial future is secure.

3. Get Up to $5,000,000 In Funding To Take Your Company To The Next Level (Must Be In Business At Least 1 Year With $50k+ In Yearly Revenue)

Want more cash to invest? One way to do this is by making more money in your business.

It takes just 2 minutes with Fundera to check how much you can get.

Think you got enough cash for your business? That’s great. Think you might need more for payroll, expansion, working capital, equipment, or something else? Most businesses can make use of extra cash to make more money.

If your company is incorporated as a corporation or is an LLC and has over $50,000 in yearly revenue and been in business at least 2 years, then you’ve got a good chance of getting funding. Over 85,000 companies have secured more than $2.5 billion through Fundera. The Fundera service is free to use and there’s no impact to your credit score.

Fundera could help your business get to the next level. Just answer a few questions about your business and Fundera will show you pre-approved offers from up to 20 funding options up to $5,000,000 in 2 minutes, so you can choose what’s best for you. They will even provide you with one of their very own lending specialists who can help you go over your options and determine which loan is best for you.

See all your business loan options now. Find out right now how much funding Fundera might get your business.

4. Stop Overpaying For Homeowners Insurance

When was the last time you checked your homeowners insurance rate? Don’t you hate overpaying? Homeowners insurance rates have skyrocketed and insurance companies love when their customers don’t shop around. You could be saving money. For many people, there are cheaper rates floating around but they just don’t know where to look.

You may be able to get your exact same homeowners insurance from a different company for a lot less, and you can check with Credible in just 2 minutes.

Find affordable coverage fast. Just enter some basic information about your home and your current insurance and Credible will show you multiple insurance carriers at one time instantly. Saving you a ton of time and potentially a good amount of money.

Licensed agents are available to help. No robocalls or personal info sold.

Why wait? Check your homeowners insurance right right here.

Credible Insurance, Inc. d/b/a Credible Insurance Agency (CA Lic. # 0M90597). Insurance services provided through Credible Insurance, Inc., 1700 Market St. Ste. 1005, Philadelphia, PA 19103

5. Get Up To $50,000 To Make A Large Purchase, Pay Off Debt, Or Something Else

Did you know you could get out of credit card debt by using a personal loan to pay off your credit card debt? That’s because personal loans typically have much lower interest rates than a credit card.

LendingTree could give you up to $50,000 to pay off credit card debt, and makes it super easy to see multiple options in one place, and apply for a personal loan in minutes online. Personal loans with LendingTree start at 6.99% APY, that could be a huge saving versus what credit card interest rates charge you. You’ll then be able to choose which personal loan is right for you, and elimnate your credit card debt.

Then begin paying off the lower interest personal loan.

You can also use a personal loan to pay off other types of debt, fund a vacation, or really anything you want.

Check your personal loan rates here now.