Category: Education

October 11, 2017
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You made a decision to work with a financial professional and have started to interview prospective candidates. As you're comparison shopping you notice that some candidates have a string of letters after their name. Chances are that alphabet soup refers...

October 3, 2017
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It’s confirmed — Millennials don’t know how to increase their credit scores. At least that’s what a study from LendEDU indicates. In it, 500 Millennials (ages 17–37) were asked questions regarding credit scores, and based on the results, it looks...

September 29, 2017
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Welcome to our weekly money guide. Here are some tips for saving, spending and making the big bucks. LIVING BEYOND YOUR MEANS? Here's a scary stat: 47% of Americans would struggle to come up with $400 to cover an unplanned...

September 27, 2017
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If you've been trying to get your finances in order but a paper-and-pencil-drafted budget or that endless Google Doc just isn't doing the trick, there are plenty of ways to easily plan and save for the future with your phone...

September 25, 2017
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You've left a job where you have money in a 401(k) plan. Do you leave it at your old employer, or roll it over into one of three choices: the 401(k) plan at your new employer, an individual retirement account...

September 18, 2017
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The alphabet soup worth of titles in the financial industry weaves a pretty compelling story about financial professionals and the industry at large.  Over the last several years, story has gotten longer. There are more financial certifications than there ever...

September 18, 2017
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Fiduciaries have taken an oath of professional standards designed to protect consumers. What exactly does that mean for you? Over the years, people have come to feel wary of brokers. They always seem to be peddling some stock or another...

September 18, 2017
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Understanding Your 401(k) Being smart about investing can befuddle even the most financially savvy among us. But when it comes to understanding your 401(k), there seems to be a special confusion, reserved just for this particular type of retirement investment. Let's see...

September 18, 2017
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With so many financial professionals competing for your business, deciding on the right one can seem impossible. Here are 5 things you should look for to pick the right financial advisor for your needs right now. Your personal finances are...

September 18, 2017
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If you only ever think about your financial goals when it's time to make a New Year's resolution, you may want to switch things up a bit. It may be time to get serious about personal finance and goal setting-...

September 18, 2017
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The latest stats tell us that there are now almost 40 million people in the United States with outstanding student loan debt.¹ For parents of young children, that's the sort of future they'd like to prevent, if at all possible....

September 18, 2017
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Financial advisors seem to be everywhere, so how do you find the one that's right for you? Despite how confusing it can feel to source and select a financial advisor, there are a few ways you can start your search...

September 18, 2017
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Ask anyone who knows about financial planning and they'll probably tell you investing is a major part of the blueprint for success. If you want to buy a house, retire early, or just retire in comfort, careful investing can get...

September 18, 2017
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Everyone knows life insurance pays out to your loved ones when you die, so they can keep on living. But did you know there are other reasons, too, for buying life insurance? Here are a few of them. 1. Life...

September 18, 2017
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Financial advisors typically earn an income by charging fees or by earning commissions on the investments they sell. There are several income-generating combinations a financial advisor can choose from to earn his or her living: commission-based fee-based (fees plus commissions)...