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Seven Things to Know about Government Shutdowns
The government is likely to shut down on October 1, as Congress has failed to agree on some type of funding legislation for the 2024 federal fiscal year. Lawmakers are supposed to pass 12 different spending bills to fund agencies...
Read MoreA Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial...
Read MoreSeptember Client Letter: Navigating Market Setbacks
Dear Valued Investor, Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the...
Read MoreProtecting Your Loved Ones with Life Insurance
Your life insurance needs depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals.
Read More3 Ways to Improve Your Finances for Self-Improvement Month
September is self-improvement month and a great time to work on your financial health. Here are a few simple tips that may help improve your personal finances so that you may move on to other important areas of self-improvement.
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Charitable Giving: A Family Affair
The benefits of charitable giving can even go beyond helping others. It can also be a means for teaching financial responsibility. One way to accomplish this is by making it a family affair. Here are some of the benefits.
Read MoreHow Grandparents Can Help Grandchildren with College Costs
Helping to pay for a grandchild's college education can bring great personal satisfaction and is a smart way for grandparents to pass on wealth without having to pay gift and estate taxes. Here are some ways to accomplish this goal.
Read MoreThe Best Investment: Teaching Your Children to Save and Invest
Making investing possible for your children, nieces, nephews and other loved ones may be the key to improving their financial future. Here are a few ways to help your children develop good habits regarding saving and investing.
Read MoreFive Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on health and happiness. There are steps you may be able to take to improve your financial situation and manage money-related stress.
Read MoreReading, Writing, and Education Planning
Kids and adults are going back to school, and paying for it can feel like climbing up an unending hill. The earlier you start saving, the easier it will be to pay for college. Here are some college planning tips.
Read MoreBeat the Back to School Blues
Ahh, back to school time. It’s a dreaded season for most kids, and some parents, too. Getting back into the grind of waking up early, packing lunches, and fitting in extracurricular activities can be tough—but waiting until...
Read MoreDon’t Let Your Retirement Savings Goal Get You Down
As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, over decades of conducting its annual Retirement Confidence Survey, the Employee Benefit...
Read More4 Tips for Building a Strong Professional Relationship With Your Financial Professional
Choosing a financial professional is a major decision. Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough...
Read MoreThe History of Fourth of July
On the 4th of July, families gather for BBQs, communities watch parades together, and fireworks adorn the sky.
Read MoreSmall Business Owners: Life, Liberty, and the Pursuit of Financial Independence
Being a small business owner can be rewarding but also may bring a lot of stress.
Read More4 Sandwich Generation Survival Tips
Members of the "sandwich generation" may feel stressed and overextended. There are steps you may take to mitigate these stresses and develop a strong action plan.
Read MoreGet to Know the Rich Relationship Between Your Financial and Social Life
While many factors may influence your financial situation, social influence is the component that is given the least attention.
Read More3 Key Money Moves Every Parent Should Make
Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress.
Read MoreSummer is the perfect time to pack a family picnic
BBQ Deviled Eggs Every picnic table needs the quintessential snacks—and deviled eggs are at the top of the list. But to give your eggs a summery twist, try bringing BBQ chicken into the mixture for a tangy and slightly smoky...
Read MoreWhy Save for Higher Education?
In 2021, 44.7 million Americans are facing the burden of student loan debt. They owe more than $1.53 trillion in student loans. These alarming statistics prove the importance of saving for higher education. In the past, many...
Read More3 Ways Planning for Retirement is Like Planning For Summer Break
For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...
Read MoreMoney Milestones: 4 Financial Goals for Older Individuals
If you saved for retirement for a while, you might look forward to a break from financial responsibility for the remaining portion of your life. But striving for economic betterment should not end when you hit retirement. You may...
Read More529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love....
Read MoreHow to Stay Committed to Your Financial Goals
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by...
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