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Category: Education


4 reasons investors still need to keep an emergency fund 

Sam Swenson | USA Today | Oct 15th, 2021
Category: Education

Many people cite staggeringly low interest rates as a reason to skip an emergency fund. Others cite the threat of continuous inflationary pressure. Regardless, it's

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Foreclosures are surging now that Covid mortgage bailouts are ending, but they’re still at low levels 

Diana Olick | CNBC | Oct 14th, 2021
Category: Education

Pandemic-related mortgage bailouts are ending, and foreclosures are now rising. Foreclosure starts jumped 32% in the third quarter of this year from the second

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Opinion: Should I do that Roth IRA conversion before Congress bans them? 

Brett Arends | MarketWatch | Oct 1st, 2021
Category: Education

A reader has just written in urging me to take another look at Roth IRAs. This follows my previous column, in which I said I was wary of them, partly because I figured

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Are your savings shrinking? Got credit card balances? Then it's time to redo your budget 

Maurie Backman | USA Today | Sep 19th, 2021
Category: Education

Following a budget is a smart financial decision. If you stick to a budget, you may be less likely to land in debt, and you may have an easier time padding your

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Home insurance can protect against extreme weather, but about half of Americans don't understand it 

Michelle Shen | USA TODAY | Aug 27th, 2021
Category: Education

Amid a red-hot housing market, a large number of prospective buyers are overlooking some of the fine details about insuring their big investment, according to a

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.