Are You Penny Wise, Pound Foolish?

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Being “penny wise and pound foolish” means carefully saving small amounts of money, but failing to keep track of the bigger picture.

Financial Goals for Your Twenties

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You have only so many working years to build up wealth for the rest of your life. Here are a few goals to aim for during your twenties.

Webinar Recording: Planning for Retirement

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After a lifetime of hard work, retirement is the dream of most Americans. But that golden time of your life does not happen without careful advance planning. This webinar addresses […]

Certificate of Deposit Strategies

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Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.

Making a Financial Plan

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Making a financial plan might be just the thing you need to add some mile markers to the long road ahead.

Webinar Recording: What’s in Your Portfolio?

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At one time, the word “portfolio” mainly brought to mind stocks and bonds. These days, there are many other options, like mutual funds, exchange-traded funds, and more. This webinar will […]

Webinar Recording: Debt

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Debt can be a trap that prevents someone from building wealth, but it can also be a tool used to propel them forward toward goals. It’s vital to learn how […]

Compound Interest

Compound interest, in its most basic form, means that you earn interest on your interest. You can save a little money and have it multiply.

The Time Value of Money

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What does the time value of money mean? It means that money available at a certain time is worth more than the same amount later.

Credit Scores

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Your credit score records, in numerical form, your record at borrowing money and paying it back. Here’s how to boost yours.

Mortgage Basics

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A mortgage is a loan used to buy property, which uses the property as collateral. Mortgages are usually a safe bet and can help you build wealth.

Auto Insurance Basics

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Auto insurance is one of the most necessary types of insurance to buy. But you should thoroughly research your options.


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Americans are highly mobile, moving an average of every five years. Some move across town to a better neighborhood; others clear across the country or the world. Relocating is exciting. […]