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    1. What New Grads Should Know About Money
      One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
    2. Immediate vs. Deferred Annuities: What’s the difference?
      Despite not being as well-known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. Despite not being as well-known as some other retirement tools, annuities account
    3. 7 Ways To Make The Best Use Of Your Tax Refund
      Did you get a tax refund for 2021? The average is about $3,000 this year.
    4. America Saves Week, April 6-10: Small Steps That Build Financial Confidence
      Each year, America Saves Week serves as a national call to action — encouraging individuals and families to pause, reflect, and take steps toward
    5. International Women’s Day: The History of the Global and U.S. Journey Toward Women’s Financial Independence
      International Women’s Day offers an opportunity to reflect on the long, uneven global journey toward women’s financial autonomy — especially the right
    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. Money Stress Keeping You Awake? These Money Moves Will Fix Sleepless Nights
      Money troubles don’t just drain checking accounts and strain savings goals. They can also cost people sleep.
    8. Refinanced Your Mortgage? 8 Things to Do With the Savings
      Mortgage rates are at historic lows and many homeowners have refinanced their home loans to reap serious savings.
    9. 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
    10. Before You Give an Adult Child Access to Your Bank Account, Understand These 5 Alternatives
      One of these five alternatives may provide the help you want without unnecessarily turning your child into a co-owner of your money.