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        1. 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
        2. Budgeting for a Family
          If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your
        3. How to Save Money for Kids: Here Are Some of the Best Ways
          Raising kids is costly. You'll spend money on food, clothes, education, medical bills, birthday presents, extracurricular activities, and much more.
        4. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
        5. Tips to teach kids about money and savings. Do's and Don'ts to teaching kids about money
          Educating kids about money and savings is key to their future financial success. Parents need to understand the best practices and pitfalls.
        6. Your Freelance Future: How To Make A Financial Plan
          Your Freelance Future: How To Make A Financial Plan Due  Follow Tuesday, 09 April 2019 08:20 (EST) Working as a freelancer can be financially precarious, making it difficult to plan for your future - and that isn't limited to retirement. Rather, depending on your professional life's structure, you may struggle to pla
        7. 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.
        8. Business Banking Secrets Revealed
          handling money for your business, understanding the basics of business banking is key.
        9. How 0% Interest Deals Can Wreck Your Finances, Even If You Never Miss A Payment
          It's hard enough to resist spending money due to the regular barrage of advertisements, an innate desire to keep up with everyone else, and how easy it has become to part ways with your hard-earned money.
        10. Saving for Your Emergency Fund: As Easy as 1-3-6
          Setting money aside in an emergency fund is easier than you might think. Here's how to get started