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8 Questions to Ask a Financial Advisor

It’s a myth that working with a financial advisor is only for those with wealth; in fact, doing so can contribute to...
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Tips on Tax Planning

You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make...
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What’s the Best Way to Save for College? Comparing 529 Plans and Other Options

A college savings plan is an account designed to help families set aside money for future education expenses. Common options include 529...
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Why Borrowing from Your 401(k) is Not Always the Best Plan

Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing...
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Comparing Types of Retirement Plans: 401(k), 403(b) & IRA

No matter what stage of life you are in, it is never too early or too late to start saving for retirement....
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Should I Pay Off My Mortgage?

Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings...
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A mother and father sitting on porch with their son smiling

How to Talk About Money as a Family (Without It Feeling Awkward)

Talking to your children about money starts with honest, age-appropriate conversations. By discussing saving, spending, budgeting, giving, and financial goals in everyday...
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Financial Considerations When Switching Jobs

A job change is a significant undertaking. It requires readjustments in one’s life irrespective of whether the change is due to a...
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