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Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common investing questions. One question we receive often is, what differentiates Mutual Funds, Exchange Traded Funds (ETFs), and Hedge Funds?

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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

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...

Identity Theft Risk Reduction Practices

Identity theft is typically not a stand-alone crime but, rather, part of another crime such as credit card, bank account,...

When heirs are imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Budgeting After a Divorce

Divorce is the second most stressful time in a person’s life. Here’s some tips to get through it.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.