Viewpoints about Financial basics
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When should you tap into your 529 account to pay for college?
What’s the best way to pay for your child's college education: 529 education savings plan balance, personal savings, loans, or a combination?
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How to teach your young kids about money—five tips
Are you tired of hearing “Mom, dad, can I buy this?” and answering with a deep breath followed by “no.” Maybe it’s time to sit down with your kids—here are five suggestions to help instill good financial habits in your little ones.
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Ten holiday budget tips for celebrating the season
Start some new traditions with these budget-wise tips to help avoid overspending so you can continue to meet your financial goals.
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Rebalancing your retirement account to help manage risk
When you join your employer’s retirement plan, you choose which funds to invest your money in. But how do you ensure your money continues to be invested the way you want? Rebalancing your account from time to time can help you stick to your investment strategy.
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Why estate planning is important for everyone
Many people think estate planning is either just for wealthy people or it’s too upsetting. But just about everyone has something that will need to be passed on to someone. It can also help you gain peace of mind knowing you’ve helped protect your loved ones.
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Three rates of return to consider using for retirement planning
Interest rates, inflation rates, and rates of return, oh my! Many rates can help measure and evaluate your investments’ financial performance, so, let’s go through them.
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ESG investing defined
Wondering what ESG investing is? Learn how funds that consider environmental, social, and governance issues might work as part of your retirement strategy.
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Important financial lessons your child probably won’t learn in high school
School is more demanding than ever, but there is some important financial education that even the most challenging curriculum doesn’t include. Here are some key financial lessons your child probably won’t learn in school and ways you can help rectify it.
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Five questions to help couples with financial planning
Working side by side to pursue financial goals can bring partners closer. These five questions can help determine if you’re on the same financial page and how to take a more unified approach.
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Active vs. passive investing—what's the difference?
When researching how to invest your money, you’ll often come across the debate between active and passive investing strategies. What are the differences? And which one’s right for you? We’ll provide insight on these questions and more as we add to the discussion.
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