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Calendar Alert! 20 Birthdays and Milestones That Matter Most in Your Financial Life

Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight. Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is

An Investor’s Guide to Transitioning Your Money — and Your Mindset — to Retirement

The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the

Maximizing the Value of Voluntary Workplace Benefits

Each year the arrival of fall marks the onset of a different kind of season, one in which a window of opportunity opens for working Americans to take advantage of the benefits they’re offered at work. It’s called benefits “open

What Diversification Can Do for You (and Your Assets)

Stock investors love a bull market. But what about when the stock market heads south, like it did less than a decade ago, during the Great Recession? As an investor, would you be content to enjoy much, but perhaps not

Financial Planning Keys for Each Decade of Adulthood: 20s, 30s, 40s, 50s, 60s, & 70+

Needs, priorities, aspirations and personal circumstances change over time. But one of the constants amid all this flux, regardless of a person’s age or stage of life, is money — ensuring they have the financial means to get where they

Nine Key Sources of Retirement Income—and How to Manage Them Efficiently

Year after year, in survey after survey, the biggest fear people report having about retirement has to do with either running out of money or falling short of income once work — and the paycheck that accompanies it — stops.

Show Me the Money: Navigating the College Financial Aid Maze

As the cost of a college education keeps increasing, securing some form of financial aid from private and/or public sources isn’t just a luxury, it’s a necessity for many students and their families. Fortunately, from grants to scholarships to student

Retirement Readiness: How Prepared Are You Really?

This isn’t your parents’, or your grandparents,’ retirement. Instead of accepting a pension, a gold watch and a rocking chair at age 65, more people are heading into the next phase of life with a plan to stay active, and

What We Can Learn from Baby Boomers About Managing Our Finances

This article is the third and final in a series that explores what people from one generation have to teach others about managing their money and their financial lives. The series concludes here with a look at what we can

Be Like Buffett: The Merits of Passive Low-Cost Investing

In his will, renowned businessman and investment strategist Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively managed, higher-fee investment vehicles such as mutual funds. “A


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