Personal Blog Posts
Recent Personal Blog Posts
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Transitioning to Retirement
If you’ll have a pension or you’ve participated in a retirement savings plan where you work, and income from that source is a mainstay of your...
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Professional Help with Your Business
Although it’s tempting to believe you can run a business on your own, it’s usually a good idea to get professional help. Hiring lawyers...
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Teaching Children About Money
If you have children or grandchildren, or if you have a special relationship with your niece or nephew or the child of a dear friend, you can enrich their...
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Managing Debt
Even if you're financially responsible, life's unpredictable nature can sometimes catch you off guard, at times making it dangerously easy to fall...
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Filling Out the FAFSA
The Free Application for Federal Student Aid (FAFSA) isn’t necessarily a student loan, but an application for financial aid made up of scholarships...
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50/30/20 Rule
The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that is easy, yet effective, to implement. It offers guidelines...
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8 financial lessons to teach your college student
Key takeaways: By taking a proactive approach to discussing money management with your college student, you can set them up for success. By encouraging...
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4 things to ask yourself before opening a HELOC
Key takeaways: A Home Equity Line of Credit (HELOC) enables you to tap into the equity you have in your home. Before opening a HELOC, consider...
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Ditch the piggy bank - 6 ways to save for your kids’ future
Key takeaways: As the cost of higher education rises, it’s important to understand the different ways you can save for your child’s future....
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7 things to consider before refinancing your home
7 Things to Consider Before Refinancing Your Home Key takeaways: Honing in on why you want to refinance can help you decide if it’s...
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