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When is it time to take the money and run to a new investment advisor?

Written by: Liz Weston, CERTIFIED FINANCIAL PLANNER™ Dear Liz: My wife and I are in our early 30s. She has a stock portfolio that has … Read more

Keeping it in the Family
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Keeping It in the Family

Give your family the best shot at preserving wealth from one generation to the next. As more baby boomers approach retirement, they’ll start thinking about … Read more

12 Resolutions for 2019

12 Resolutions for 2019

Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and … Read more

Empty Nest
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An Empty Nest Could Mean a Fuller Wallet

When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” is streaming throughout the auditorium. You beam with pride … Read more

Five Summer Money Lessons for Kids
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Five Summer Money Lessons for Kids

Easy ways to teach your kids and grandkids about basic financial management. It’s never too early to teach your children or grandchildren the value of … Read more

10 Common Scams
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10 Common Scams and How to Avoid Them

Familiarize yourself with these common swindles, often targeting retirees. As we age, we may become more susceptible to fraudsters who make a living preying on … Read more

Reducing the Risk of Outliving Your Money
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Reducing the Risk of Outliving Your Money

“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees … Read more

A Brighter Financial Future

A Brighter Financial Future

Consider talking to your kids or grandkids sooner, rather than later, about basic financial management. A recent Money Matters on Campus survey revealed that more … Read more

What Should My Net Worth Be At Age...
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What Should My Net Worth Be At Age 30, 40, 50, 60?

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not … Read more

The Art of Giving
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The Art of Giving

Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind. When it comes to giving generously, cash doesn’t … Read more

Money Really Can Buy Happiness
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Money Really Can Buy Happiness, Say Scientists

It is said that money cannot buy happiness, but according to scientists, it depends what you spend it on. New research suggests that using money to buy … Read more

What is a Health Savings Account HSA
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What is a Health Savings Account (HSA)?

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend … Read more