Category: Education

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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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)...

September 18, 2017
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When your days are already jam-packed with work, school, family or errands, who has time for examining personal finances to look for ways to tighten up money leaks? But if you think of the potential payoff later on down the...

September 18, 2017
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There's nothing more reassuring than money in the bank. Knowing you have a pile of cash standing by to see you through emergencies helps you breathe a little easier, and of course it makes good financial sense, too. While general...

September 18, 2017
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There’s an uptick in how many of us are choosing to get help with managing our finances. In fact, in the ten years between 2002 and 2012, the amount of money being managed by registered financial advisors more than doubled.¹ ...

September 18, 2017
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The recent popularity of so-called "robo advisors" has left people wondering: how are they different from your average financial planner – you know, a human? Robo advisors and financial planners have some things in common. Both exist to help customers...

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...