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15 Articles

How to Talk to Your Kids About Your Money Without Making It Weird

Despite its importance, money is one of the most avoided topics in families. A Fidelity survey of 1,900 adults ages…

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1 Min Read

Savings vs. Investing: Where Should Your Money Go?

Song_about_summer/ShutterstockHere’s a question that stumps many people: you have extra money each month, but you’re unsure whether to put it…

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1 Min Read

Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Here’s something nobody tells you when you start investing: those dividend payments hitting your account aren’t all treated the same…

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1 Min Read

The Hidden Costs of Retirement: How to Prepare for the Unexpected

Inside Creative House/ShutterstockPeople often envision retirement as a time of leisure: long mornings with coffee, travel, family time, or finally…

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1 Min Read

How Much Does a Financial Advisor Cost?

A good financial advisor isn’t an expense—they’re an investment.Let’s talk about something that stops a lot of people from getting…

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1 Min Read

How to Get Good Investment Returns as a Beginner

The best investment strategy is the one you’ll actually stick with. Start simple, stay consistent, and let time work its magic.Here’s something…

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1 Min Read

The New American Dream: Why Millennials and Gen Z Can’t Afford Homes

Gen Z and Millennials face a tough market, but smart moves can open doors.For Gen Z and Millennials, buying a…

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1 Min Read

Late Start, Big Finish: Retirement Strategies for Entrepreneurs Who Got a Late Start

In your role as an entrepreneur, you’ve already proven that you can build something from scratch.This is a familiar story…

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1 Min Read

Why Your Business Isn’t Your Retirement Plan (And What to Do Instead)

What is the best retirement plan for entrepreneurs? The one that doesn’t rely on your business at all. There’s no…

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1 Min Read

House Hacking 101: How to Live for Free While Building Wealth Through Real Estate

Most people spend decades paying rent or mortgage payments without building any wealth. House hackers flip the script and get…

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1 Min Read

Giving While Living: The Financial Benefits of Helping Heirs Early

Unlike inheritances, living gifts allow you to share in the joy of giving.In many cases, people delay giving financial gifts…

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1 Min Read

Calculating Your Retirement Number in 3 Steps

Retirement planning does not have to be a mystery.Planning for retirement can seem challenging. Many ask, “How much money do…

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2 Min Read