personal-finance

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Why Investment Diversification Matters

Diversification plays a key role in managing investment risk. Learn...

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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...

How I am Teaching My 4-year Old About Money

Author: Laura Knolle Since I do financial planning for a living, financial literacy is very...

Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath The idea of waking up late on a Tuesday morning and having nothing to do other...

Tips for Reading Your Investment Portfolio Summary

From a big-picture view of your whole portfolio, to a focused look at the individual assets that...

7 Key Steps to Take When Settling an Estate

Author: Brad Owen Co-author: Anne Wenger, JD, LLM (McLaughlin Legal)

Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life

Author: Laura Knolle While on maternity leave, I had some extra time to read and tackle projects...

Checklist: How to Financially Prepare for the Death of a Spouse

Author: Laura Knolle Marriage takes teamwork and each of us comes to the table with different skill...