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        1. Thanksgiving: A Good Time to Talk Estate Planning
          At large gatherings of friends and family, the rule is you don't talk about politics, religion, or personal finances. So, who wants to discuss estate planning at Thanksgiving? After all, it's a time to slow down and enjoy your family before the true holiday rush officially gets underway. 70% of Americans say that their
        2. Three Ways AI, If Trusted, Can Transform the Healthcare Landscape
          The following is a guest article byJeanne Greathouse, Healthcare Development Director, AI Regulatory Services at BSI 77% of Healthcare Workers Say
        3. 5 smart pieces of money advice financial planners will tell you for free
          If there's anyone you should turn to for honest and objective money advice, it's a financial planner. Certified financial planners have a fiduciary
        4. Are You on Track? Financial Goals for Every Decade of Your Life
          Your career and lifestyle look completely different when you're in your 20s compared with when you're in your 60s: Your financial focus and planning in each decade should follow suit. Each decade is riddled with its own risks and problems, so it's important to know what to expect. Which decade can you afford to take mo
        5. How to build an emergency fund when you live paycheck to paycheck
          We all know that we’re supposed to be have an emergency fund equal to at least three months’ worth of expenses. Unfortunately, many of us are not in
        6. How To Use A Roth IRA To Save Money For College
          The cost of a college education continues to soar with no end in sight. College tuition rises at more than twice the rate of inflation, growing by about 8% per year, on average. At this rate, the cost of a college education will double every nine years. This has many parents understandably concerned about paying for th
        7. By April 10th of this year, a third of Americans had blown through their emergency funds, according to a survey conducted by By April 10th of this year, a third of Americans had blown through their emergency funds, according to a survey conducted by NerdWallet. Millennials are leading the way, with 45 percent of that generation saying their personal backup rescue funds were now depleted. The global health crisis has shaken large and small ec
      • Build resilience into 2026 risk, finance strategy, Marsh McLennan Agency president advises CFOs
        Finance chiefs need to keep track of a number of complicated risk factors, including economic uncertainty, cybersecurity threats, and instability in the labor market.
      • CFOs move finance AI from pilots to deployment in 2026
        CFO confidence is on the upswing as 2026 begins, and digital transformation in finance has overtaken enterprise risk management as the top goal for the year ahead.
      • 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