The Basics of Keeping a Balanced Investment Portfolio
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Making the Most of Your Tax Return
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Money Management 101: Tips for Your Kids Entering the Workforce
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job...
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Is Confirmation Bias Affecting Your Investment Strategy?
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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What to Do With with a Sudden Windfall
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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Financing Long-Term Care: Your Options Explained
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting...
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IRS Woes: Don't Let Taxes Derail Your Retirement Plans
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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A Year of Resilience and Growth in the Face of Challenges
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to...
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