Planning

The 5 best states for retirement in 2018

Several factors that make a state a good place for retirees.
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Back-to-college shopping will be a bit more "old school" this year

Last summer, parents of college students said they planned to spend just 48% of their back-to-school shopping budgets in brick-and-mortar stores, according to Deloitte's annual Back-to-College survey.
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Baby on way? The 8 financial steps you should take to prepare

As you prepare to welcome a baby into the world, the excitement and anticipation of meeting your child for the first time can be overwhelming.
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7 simple tips for moving on a budget

Moving ranks number three in life stressors, right up there after death and divorce.
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Don’t let financial support for an adult child undermine your financial security

Any experienced parent will tell you that you’re never done “raising” your kids.
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Here’s what you need to do now if you hope to retire in 2018

Are you ready to retire? If you hope to retire in 2018 there are a few steps you'll need to take before riding off into the sunset.
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5 easy ways to save cash on your next vacation

Vacations are about more than sleeping in. They give us a chance to explore new things, bond with our families, and take a much-needed break from work.
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4 Tips That’ll Save Your Retirement

We repeatedly are told to prepare for retirement during our working years.
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Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
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Protect and preserve your income with an emergency fund

When you start thinking about retirement, emergency expenses present a unique challenge.
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These Financial Decisions You Make in Your 20s and 30s Can Make or Break Your Financial Future

Have you ever wondered which life decisions brought you to where you are right now – at this very moment? Or, how your life might be different if you made a few decisions differently along the way?
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What Happens If I Take an Early 401(k) Withdrawal?

The purpose of a 401(k) is to provide retirement income, so the last thing you ever want to do is access that money while you're still working. But if times get tough and you grow desperate for cash, you might be tempted to tap that account early and access the money that's technically yours.
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Retirement Planning for Women

Why Living Longer Means You Have to Save That Much Harder
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2018 Cost of Living Adjustments (COLA) savings limit

Review the new COLA savings limits for 2018
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8 Changes to Social Security in 2018

For 2018, the basic structure of Social Security is the same in terms of how workers are taxed and how benefits are calculated and paid.
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Find your balance: 5 tips to help you pay down debt

Building a healthier financial life, means striking a balance between living for today, while preparing financially for tomorrow.
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Imagine your best retirement: 4 tips to maximize your savings

Building a healthier financial life means striking a balance between living for today, while preparing for tomorrow.
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It’s 5 o’clock somewhere: 5 tips when saving for vacation

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow.
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Big dreams start with small steps: 5 tips when saving for a home

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow. 
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Empty your nest, not your savings: 5 tips when saving for college

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow.
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How to Organize Your Finances When Purchasing a New Car

You think you're ready to buy a new vehicle — perhaps your dream car, truck, or SUV.
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Is Your Retirement Plan Realistic?

Whether you're years away from retirement or are about to leave the workforce for good, it's critical to have a well-thought-out plan in place.
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2 good reasons to claim Social Security at 68

When we think about when to file for Social Security, age 68 doesn't often come to mind. After all, it's not a particularly notable age on the spectrum of when to claim benefits.
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