Saving for College Without Sacrificing Your Retirement
Most parents and grandparents want to give the children they love every opportunity possible. For many families, that includes helping with college, trade school, or another form of education. But wanting to help and knowing how much you can comfortably afford are two different things. College costs can feel overwhelming, especially when you are also […]
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Taking Care of Your Family After Your Passing: Here’s How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
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Understanding the VIX: Wall Street’s Fear Gauge Explained
It is difficult to understand everything happening in the market. The VIX, often dubbed "Wall Street's fear gauge," is one tool to measure general market sentiment. Learn more!
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What is the Fiduciary Rule and Why You Should Care
Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.
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What Are Real Estate Investment Trusts?
Real Estate Investment Trusts, or REITs, are a flexible way for people to invest in real estate without having to own any real estate themselves. Learn more about what REITs are, the different types of REITs, and their main benefits and drawbacks.
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Roth Conversions: What You Need to Know
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
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The 11 Best Quotes about Investing
Want to learn more about investing? These 11 famous quotes should help! Explore the quotes and the meaning behind each one.
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Risk Management: Understanding Diversification
Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?
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Estate Planning: Life Insurance
Confused about life insurance? This article helps you understand life insurance and its place in your overall financial strategy.
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Risk Management: Asset Allocation
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
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