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How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up. At its most basic, you’ll need to learn how to write a financial plan that details where you are, where you want to get...

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5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

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...

Embrace Your Budget to Attain Financial Freedom

Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought...

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 Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge. Imagine driving a car without a…

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up

Meeting with an Advisor: Be Prepared

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

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

Weighing the benefits of pre-paid debit card

Today more than half of all Americans use prepaid debit cards for personal use, compared to just 19% in 2008.¹

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Your Emergency Fund: How Much Is Enough?

How much is enough for your emergency fund? Having an emergency fund may help alleviate the stress and worry associated…