Why Financial Literacy is Important
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you...
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How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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Different Types of Mortgages
If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the...
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Is a Reverse Mortgage Right for You?
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally...
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Why Should I Think About Retirement Planning?
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is...
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Why Do People Invest in Stocks?
If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few...
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Finding the Right Financial Advisor
If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to...
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AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
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Avoiding Bad Financial Decisions
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are...
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Why Diversifying Your Portfolio is Important
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is...
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Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring...
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