Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Financial Management for Couples: When a Spender and a Saver Fall in Love
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a...
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Infographic: The Importance of Financial Goals
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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The Basics of Paycheck Protection Program Loans: Round Two
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses...
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Do Spouses Need the Same Amount of Life Insurance?
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due...
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Six Questions about Buying Mortgage Life Insurance
You’ve worked hard and after five years of disciplined savings, you’ve been approved for a 20 year $200,000 mortgage. It...
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How Costly Gaps in Disability Insurance Coverage Can Be Avoided
A big mistake many professionals make with disability insurance coverage is that they take what is offered, and then buy...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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A Quick Guide to Planned Giving
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Know Your Credit Score
Credit Management in the 21st Century In today’s world, good credit is a necessity. Today, our credit score affects much...
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