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    1. Making a Savings Plan
      Whether you're saving for a big investment like a home, or just want to start putting money away, having a plan is essential. This article will be a step-by-step guide of how to start. Introduction Why savings is so important – helps you reach financial goals and keeps you from turning to credit in emergencies Makes i
    2. 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.
    3. How Many CDs Can You Have at One Bank? What FDIC Rules Actually Allow
      The real question isn’t how many CDs a bank allows, but how much protection each one carries.
    4. Kids and Money Talk: It matters. Get help
      Talking to kids about money is key to financial success. Parents need to have money discussions and provide children with the tools and knowledge
    5. Establishing a financial plan is a foundational
      Establishing a financial plan is a foundational step toward securing both present and future financial well-being. However, several persistent myths
    6. How Secure Are Your Financial Accounts And How To Protect Yourself
      It's a new year and we have a new President of the United States, but that doesn't mean that the world has changed all that much. Just like before, identity theft is on the rise, and more people than ever would love to get their hands on your Social Security number and account passwords. Much of this information is bou
    7. Parents: Nine Ways to Jump-Start Your Teenager's Financial Future
      Talking to your kids about money can serve them well down the road. Here are some tips to help your teen set up a bright financial future
    8. Brennan Brings STEM training, viral moments into this week’s 126th U.S. Open golf championships
      One of the most intriguing young talents on the PGA TOUR, 24-year-old Michael Brennan has gone viral both on the internet and tournament leaderboards
    9. 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
    10. 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