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Why You Need to Be Financially Resilient

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad, it should. There are ramifications to financial events beyond mere dollars and cents.

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Have You Saved Enough This Year?

As the year-end approaches, many of us may reflect on our financial goals and wonder if we’re on track. If...

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Meal Planning As a Financial Tool

Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

Teaching Your Kids about Money, Part 1

Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...

5 Steps You Can Take Now to Improve Your Retirement Income

If you’re a working American born anytime between 1946 and 1991, the research, analysis and more importantly, the five straightforward…

Planning on Paying for Your Kids’ College Education? Consider a 529 Plan

If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…

Teaching Your Kids about Money, Part 2

In part 1 of this blog series, I outlined 13 best practices for teaching kids about money that I recommend…

Teaching Your Kids about Money, Part 1

Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...