personal-finance

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FEATURED INSIGHT

Whether to Share Financial Assets with Your Spouse

How couples manage their finances can look different for everyone. EP...

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What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?

Imagine a world where every professional had to act in your best interest. Wouldn’t that be nice?...

7 Apps to Kick Your Financial Planning and Budgeting Up a Notch

Financial planning and budgeting can be critical for those who want to achieve long-term financial...

3 Things to Include in Your Weekly Savings Plan

Most Americans have a serious problem with savings. In fact, a 2022 study found that 56 percent of...

Awesome Budgeting Apps for Couples Planning for Retirement

In the age of technology, new solutions have disrupted everything from transportation (Uber) and...

7 Ways Families Can Save Money

Raising a family can be expensive. A study from the Department of Agriculture, for example, found...

4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same. As you begin your search for a financial advisor,...

Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor

You probably want what’s best for your kids. You may want to give your oldest and youngest the same...

5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time...