With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors
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While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
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In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50
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There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the
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The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you
