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Financial Planning

What You Should Be Doing for Retirement in Your 40s?

As a working adult in your forties, you might feel life is all set, and you’re right on track for a happy retirement. After all, you have been contributing to your 401k since the day you first started working. What else could there be left to do? Plenty. Even if you have a retirement portfolio, …

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Great Financial Gifts for Kids This Holiday Season

Toys are definitely the number-one holiday gift for kids, with experiences that give lasting memories a distant second. What if you could give your kids or grandkids the gift of a financially secure future, though? Wouldn’t that be a gift they’d thank you for decades down the road? If you’re considering financial holiday gifts this …

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New Year’s Resolutions: 5 Financial Resolutions You Should Make

The holidays are here, and then comes the new year. What does your year ahead look like? Are your finances in good shape, or do you even know? If you don’t have a plan in place for 2019, maybe it’s time to start thinking about some resolutions. Make A Budget Nothing starts without a plan. …

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Preparing Now for Tomorrow: Saving at 20 For When You’re 60

Probably the last thing on a 20-something’s mind when starting a new job is saving for retirement. So many other financial goals seem more pressing—buying a house, starting a family, paying for education. And let’s face it. Retirement is at least 40 years down the road. That should be plenty of time to put something …

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