Adopting Financial Habits That Stick

According to statisticbrain.com, the third most popular resolution for 2017 was making better financial decisions. If your goal is to become a better steward of your hard-earned money, what does it take to improve your odds of succeeding once you decide...
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Creating a Better Financial Future Through Life Insurance

Asked to come up with a topic that is both intriguing and exciting, most people would not place life insurance at the top of the list. Whether this negative perception is due to its reputation as being boring or to the unease...
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Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you’re engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic...
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Six Steps to Help Parents Prioritize Their Paychecks

Parents of young children usually have more places that their money needs to go than they have funds to cover every current and future obligation. You can help them sort out where to put each and every dollar each month...
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To Make a Financial Plan, You Need a Financial Purpose

What is meant by “purpose-driven finances”? It simply means that money and wealth are just numbers on a ledger; they are nothing without a purpose attached to them. In retirement, that purpose is different for everyone. But remember, this is...
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Having the ‘Real World’ Money Talk With Your Children

With the start of a new year, new semester or any new phase in life, discussing how to lay the groundwork for a stable financial foundation is a vital conversation to have with your children. The topics below are often...
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7 Smart Money Moves for Empty Nesters

Parents love their children — that’s a given — but that won’t stop you from breaking out the trumpet in glee when your offspring start footing the bill for themselves. Oh, happy day! Need ideas on what to do with...
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15 Financial Must-Dos to Prepare for a New Baby

Preparing for parenthood isn’t just tiny clothes and heartwarming ultrasound photos; it involves a lot of financial preparation. This guide will lay out the most important financial tasks on your plate from pregnancy to baby’s first years. More...
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15 “Star Wars” Lessons for Becoming a Financial Planning Jedi

“Star Wars” is one of the most beloved film franchises of all time. And unless you’ve been living under a rock, you know the eighth installment in the series, “Rogue One,” arrived a few weeks ago. Excitement is reaching a fever pitch,...
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Careful Planning Saved a Family and a Business

The change from being a pastor to opening up an IT business is not for the fainthearted. Since Tim no longer had benefits through the church, they put in place health insurance, increased his personal disability insurance coverage, and added...
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