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Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be able to afford to retire — whether they plan on working forever or not.

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What Is a Trust?

Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.

Lessons for College Kids: Three lessons to give your children before college.

One of the most stressful moments of a parent’s life is letting go, allowing your children to walk on their...

How to Dig Yourself Out of Debt

Debt: the deep hole that seems so effortless to dig but impossible to climb out from. With every new credit...

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

Budgeting for Charitable Giving Can Increase Your Happiness

Tithing, or giving 10 percent of one’s income or crops to a religious entity, is an ancient practice. In fact,

4 Tips for Deducting Charitable Donations from Your Taxes

It can be a stretch for households to donate to the less fortunate during the holiday season, but as the…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest...

Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive...

A Decision Not Made Is Still A Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker...

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...

Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

The Five Basics of Financial Literacy

Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal...