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What is an ETF?

What is an ETF? From: ishares.com 5 ETF Must-Knows 1. What is the difference between ETFs and mutual funds or stocks? iShares ETFs combine popular features of both. Like a…

10 Worst Things to Carry in Your Wallet

10 Worst Things to Carry in Your Wallet From: www.aarp.org With identity theft rampant, keep only the essentials in your pocket or purse In an episode of Seinfeld, Jerry’s neurotic…

Estate Planning Options Under The SECURE Act

Estate Planning Options Under The SECURE Act From: www.fa-mag.com With the SECURE Act now signed into law, it is critical to understand how it changes how we approach estate planning….

Get Tax-Free Money for Long-Term Care

Get your free sample now! Opt-in here for INSTANT access! All information is confidential, in accordance with our privacy policy. Name* Email address* Phone Please select the topic(s) of interest…

When should you talk about your finances?

…then decided against it? It can be uncomfortable to share how much you earn, how much you’ve saved or how much you owe. You might feel ashamed of your credit…

Estate Planning and the Blended Family

…respective expectations. Getting this down on paper is an excellent start to a clear understanding and open communication. What To Do Next Estate planning can be deceptively complex. Not only…

Discussing Financial Milestones as a Parent

…your plans. Setting a Strong Example Building a secure financial future takes meticulous planning, budgeting and frequent communication. Taking a careful approach can help secure your own comfort and demonstrate…