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Investing

Getting Your Financial House In Order

Getting Your Financial House In Order

Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay
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Cash Surplus

Cash Surplus? 3 Things to Do With Extra Money

Have extra cash building up in your checking or savings account, but not sure what to do with it? After making sure it's truly surplus money, here's how you can
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ESG

ESG Investing: Invest in the World You Want to See

What's ESG investing? Learn about environmental, social, and governance factors — aka socially responsible investing — as well as their impacts and how you can get started.
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rollover

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the
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Books and Podcasts

Our Favorite Personal Finance Books and Podcasts

Ever wanted to know what's on our reading and listening lists? From personal finance-related reads to shows — and a bonus recommendation — check out some of our favorite books
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money tips

Financial Planners Share Their Top 5 Money Tips and Tricks

Ever wondered what money moves financial planners make in their personal lives? Check out these money tips from our CFP professionals!
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Trust

Stock Market Trust, Fraud, and Aftermath: A History

GameStop mania in context: A history of trust in the system, stock market fraud, and how it relates to your financial plan.
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Calm the F(inancial) Down

Calm the F(inancial) Down

Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential
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Election

How to Invest During Presidential Election Years

How should you invest during presidential election years? It depends! Learn about the Presidential Election Cycle Theory and see data from election years and presidents past that you can use
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