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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

  • Dad and daughter at sink washing their hands
    Article
    Coronavirus Resource Center
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  • Holiday Themed Shopping Bag
    Article
    3 Tips to Avoid Overspending This Holiday Season
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  • Man and woman relax by a creek after learning how to manage their money
    Article
    10 Important Lessons About Personal Finance
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Financial Advisors

  • Married couple meet with a financial advisor to learn best practices
    Article
    10 Taboos Between You and Your Advisor
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  • Woman meets with an advisor to decide if a financial advisor is right for her
    Video
    Do You Need a Financial Advisor?
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  • couple talking to professional financial advisor
    Article
    Evaluating Your Advisor's Performance
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Investment

  • Husband and wife sit at table reviewing financial documents
    Article
    Dispelling the Myth of 10 Percent Returns
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Invest or Pay Off Student Debt?
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  • Silver and gold bars in rows
    Article
    Q&A: Are Investments in Gold and Silver Certain to Rise in Value?
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The Basics

  • Windmill in a field of tulips
    Article
    A 17th Century Financial Lesson All Too Relevant Today
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  • Rough Seas
    Article
    Are You a Surfer or a Sailor?
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  • Edelman Financial Engines Decorative Triangle Background
    Video
    Don't Assume Bad News Translates to Lower Stock Prices
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