Viewpoints about Financial basics
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Financial planning for retirement: a road map for your goals
Find out how using the seven principles of financial planning can help you better plan and save for your retirement.
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What’s the stock market and why is it important?
Investments and the stock market may use words you’re not used to, but with a little time, we can help you get to know the basics, starting with how the stock market works.
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What to do with your day care dollars when your child graduates
Get four tips for allocating your day care cost savings when your children graduate—they can help you stay on track to achieving your goals.
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How to build an emergency fund
Do you need help figuring out how to set aside money for financial emergencies? Here are three simple steps to build your emergency fund.
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Three ways retirees can help avoid elder financial abuse and keep their accounts safe
When you leave the workforce and enter retirement, you may become a much more attractive target to strangers—and even friends and relatives—who’d love to get access to your money and property. Here are a few tips to consider to help safeguard your accounts and property, so you can focus on enjoying your retirement years.
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Asset allocation vs. diversification—what’s the difference?
Learn the difference between asset allocation and diversification and what to consider when creating your retirement investing strategy
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Eight things to know about joining your 401(k)
Know these items when joining a retirement plan: eligibility requirements, contribution limits, combining accounts, Roth access, matching contributions, vesting schedules, investments, and withdrawals.
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Personal finances 101: how to get organized and set SMART financial goals
Get tips for organizing your finances, prioritizing where to put your money, and creating SMART financial goals.
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Helping women manage their finances through divorce and widowhood
Learn how to help your female clients through the aftermath of divorce and widowhood and plan for the years to come.
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What’s buy now, pay later?
Many online retailers offer shoppers the option to buy now, pay later. Find out how this option works and factors to consider to help you decide if it’s suitable for you.
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