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A Baker’s Dozen for the Bottom Line: 13 Financial Hacks to Save Time, Money and Hassle

People are constantly looking for “hacks”: ways to improve their lives, to do more with less, to find new ways to gain and maintain an edge. It’s called progress, and it’s something human beings seemingly are wired to want and

Financial Planner or CERTIFIED FINANCIAL PLANNER™? One Word Can Make a World of Difference

Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want

Working Through Tough Financial Issues with Aging Parents

For many families, it’s the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about subjects like where the parents envision living as they grow older and more dependent on others, the role

Pick the Right Retirement Date for You

You’ve spent decades in the working world, and now the question must be asked: When is the right time for you to retire? As important and potentially life-altering as choosing a date for retirement can be, it’s a decision that

Use Them or Lose Them: 12 Tax and Financial Planning Moves to Make by Year’s End

A tumultuous year that will be remembered mostly for climatic upheaval, political polarity and dubious celebrity behavior in Hollywood and elsewhere still has something positive to offer people, provided they mobilize to take advantage of before year’s end. A wide

On the Verge of Retiring? Nine Financial Moves to Smooth the Transition

People spend decades thinking about, and saving toward, retirement. But what happens once they actually have a year in mind for the Big R? What to do now that retirement appears imminent? Whether you have a retirement date circled in

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


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