A lot can happen in the course of a year…and it usually does. Show your clients how a yearly financial checkup can help keep them on track towards...
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Nov 02, 2017
The "golden rule" - spending less than you learn. Watch the video to learn more!
Nov 01, 2017
When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is...
Oct 30, 2017
For parents who want to help their children pay off loans, a note of caution. A growing number of parents appear to want to help, as young-adult...
Oct 30, 2017
Do investors rely on emotion when investing? Many behavioral economists and psychologists believe they do. As much as we recognize the need to save,...
Oct 27, 2017
Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social...
Oct 20, 2017
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be...
Oct 17, 2017
Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and...
Oct 14, 2017
60% of families don't have a college savings strategy. Learn what you need to know to get started.
Oct 10, 2017
It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you’re...
