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Financial Planning

Get the basics of planning explained in a way that makes sense. Find out how to build the financial plan strategy you need based on your goals.

How long should you keep financial documents?

Here’s a list of what documents you should save and when it’s time to use the shredder.
How to Build Wealth in your 40s

Identifying the roadblocks is the first step to surmounting them.
Reverse Mortgage Requirements

Beware: They’re complex (and expensive).
How do higher interest rates affect you?

How rising interest rates can impact your plans.
What are the 'Financial Engines'?

A closer look at our backstory.
Is this the right time for refinancing a mortgage?

Rising interest rates impact many homeowners’ refi decisions.
Addressing the Gap in Financial Literacy Among Women

Tapping into knowledge and guidance can help enable financial empowerment.
Here’s What You Need to Know Before Buying a Second Home

There's more to ponder than a second mortgage.
Your Tax Advantage When Selling a Home: Exclusion of Gain

How to Help Make Sure You Receive the Maximum Exemption
What to do if you are a victim of identity theft

Steps to consider taking immediately and how to be proactive in the future.
How to Wisely Invest Your Cash in 2024

Where you should put your cash is about more than the direction of rates.
Your Guide to Understanding Lower Interest Rates

Understanding interest rates is key for your financial plan. Learn if lower rates will impact your saving or borrowing plans.
Investing in an Election Year and Your Financial Plan

Use these tips to help avoid the election trap.
Should I pay off my mortgage?

11 great reasons to carry a big, long mortgage
Buying real estate with an IRA

Should you use a self-directed IRA for a real estate investment?
How do financial advisors get paid

And what value can they provide?
How you can avoid taxes on a 401K inheritance

Understanding your options is the key.
Lending money to family or friends

What you need to know about family loan agreements.
The downside of buying real estate with your IRA

It’s a complicated process in which mistakes are costly.
Managing Cash – Do's and Don’ts

Is a CD the best investment vehicle for long-term growth?
Behavioral finance: Keeping emotions separate from investing

It can be harder than you think.
How to play the game of “buy now, pay later”

Get the benefits and avoid the pitfalls of these loans.
Is this a good time to buy a house?

You might be thinking about the wrong things.
Why renting out your home might not pay off

Passive income sounds good, but there are other considerations.
3 Financial Truths for the Rest of 2024

Turn down the volume and stick to your plan.
Love and money: 5 ways to strengthen your relationship

Couples who communicate about money could be more likely to go the distance.
Tips to help your 529 plan pay off after years of saving

Because money doesn’t come with instructions.®
Strategies to protect your wealth

Fixating only on your portfolio can stand in the way of your goals.
Our new Q&A gives tips to an anxious homebuyer

Because money doesn’t come with instructions.®
Identify and help prevent bank scams

How to help protect yourself from increasingly sophisticated tactics.
What is loud budgeting?

This trend may be just the ticket to help achieve your savings goals and strengthen your financial health.
How to get the most out of a financial windfall

Learn how a client navigated the complex challenges that windfalls can bring.
Which home improvements add the most value?

Important factors that impact resale value and return on your investment.
Your annual financial planning checklist

10 year-end personal finance review items for your financial planning.
Don’t fall into the trap of using mental accounting

The way you think about money can have an impact on your financial well-being.
Identity theft: 10 ways you can lower your risk of being victimized

Some commonsense ways to help protect against identify theft.
What causes inflation?

How long will the rising inflation rate last?
Should I have more than one financial advisor?

Why sometimes less is more when it comes to wealth planning.
Advantages of Donating Stock to Charity

Giving stock to charity in lieu of donating cash.
Some advantages of a fintech company

How the use of technology can actually increase the personal connection.