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1,474 results found

  1. Deciding What To Do With The 401(k)s You Left Behind
    If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
  2. Teaching Kids About Money: 5 Concepts to Know
    When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be
  3. 5 Roth IRA Rules You Must Know Before Opening An Account
    I’m a big advocate of the Roth IRA. I love to talk about it, and I recommend it to anyone who’ll entertain the conversation. But what I discovered is that a lot of people don’t understand the full extent of what a great investment vehicle the Roth IRA is. As well, many who do have it are completely unaware of how best
  4. How to Build a $2,500 Emergency Fund by 2025
    Having money set aside for emergencies can give you peace of mind. Follow these steps to build a $2,500 emergency fund in just a few months
  5. Debunking The Myths About Self-Directed IRAs
    Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
  6. Financial Tips for Your Adult Children
    As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
  7. 4 ways to hit your family savings goals in 2025
    There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year
  8. Making a Charitable
    Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
  9. Choosing a Bank
    Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
  10. 4 Tips for Planning for Financial Emergencies
    You never know when something might happen or how much it will cost. Here are some tips to help you prepare financially for the unexpected