Category: Financial Management


Teach Kids About Saving

Any parent who’s stood in the checkout aisle with kids knows the drill. There’s the array of brightly colored treats and trinkets calling out to little hands saying, “Buy me!” Instead of dealing with the tears and tantrums resulting from a “no,” why not use it as an opportunity to teach your child about saving? […]

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Credit, Debit or Cash?

Money has a long and diverse history. Several millennia ago, cattle and other livestock served as currency. Later, cowrie shells – from mollusks found in the Indian and Pacific oceans – were traded far and wide, from transactions in ancient China to the Atlantic slave trade. North American colonists briefly paid for goods and services […]

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Financial Aid 101

With many colleges requesting an enrollment deposit on May 1, April is peak financial aid season. For those going through the process the first time, the experience can be a stressful. Between forms and deadlines, families often feel overwhelmed. If that sounds a bit like you, take heart. Here are some answers to your basic […]

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What Kind of Investor Will You Be in Retirement?

Investors who enter retirement without a well-thought-out plan risk making bad investment choices, paying unnecessary taxes or running out of money in retirement. Sometimes the self-made plan will fail to provide the financial success retirees sought. We find most retirees have the same goals: 1. Ensure their incomes will last for as long as they […]

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6 Steps to Retire When You Want

For some, the idea of retiring early is a dream nurtured over decades. For others, it’s the realization that they could walk away from their career right now and manage just fine. For still others, it comes as a virtual smack upside the head from a financial planner who asks why they’ve waited so long. […]

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