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Financial Planning & Investing

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

Financial Planning

  • younger female sitting with older father at table discussing
    Article
    How you can avoid taxes on a 401k inheritance
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  • young father holding infant child looking at a document
    Article
    Setting up custodial brokerage accounts for minors
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  • Woman meets with an advisor about donating stock to charity
    Article
    Advantages of donating stock to charity
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Financial Advisors

  • middle-aged man shaking hands with female financial advisor with wife holding papers
    Article
    How do financial advisors get paid?
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  • young couple talking to professional financial advisor
    Article
    Financial advisor performance evaluation
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  • Couple shakes hands with financial advisor holding portfolio
    Article
    Should I have more than one financial advisor?
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Investment

  • 3 close wind turbines for wind energy on a hill with other turbines in the background
    Article
    ESG investing: Off the sidelines and into the mainstream
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  • woman holding a mug of coffee and looking at stocks on her smart phone
    Article
    What is a stock market correction?
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  • gray haired middle-aged man holding a cup of coffee
    Article
    What should I do with my tax refund?
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The Basics

  • three women sitting and one woman standing in a casual office environment
    Article
    Addressing the gap in financial literacy among women
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  • smiling woman on computer holding eyeglasses
    Article
    Welcome to Web3: The evolution of the internet
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  • woman holding a bag of groceries and long receipt
    Article
    What causes inflation?
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