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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. Are You Ready to Invest Beyond a 401(k)?
      When it comes to retirement investing, it pays to take advantage of accounts that provide tax breaks for savings. Sadly, many people are passing up the chance to invest in one of the most accessible of those accounts -- the IRA. In fact, according to the Center for Retirement Research, only around 15% of people of all
    4. Most Young Retirement Savers Make This Investing Mistake
      You've set up your 401(k) contributions, and you're watching that account balance tick up with every paycheck. Congratulations, you're on your way to a comfortable retirement. Now, it's time to expedite your progress by optimizing the investments in your account. That's an adjustment the vast majority of young savers n
    5. 7 Financial Tips For New Grads
      One of the most common things I often hear from people is how much they wish they had learned about financial wellness when they were younger. I particularly think about this with all the new college grads this year. There are a lot of things I’m glad I knew back then and a lot more I wish I knew. Here are a few financ
    6. 5 Things You Need to Know About Health Savings Accounts
      With healthcare growing more expensive by the minute, many working Americans and retirees alike are grappling with costly medical bills.
    7. How to Build a $2,500 Emergency Fund by 2025
      Having money set aside for emergencies can give you peace of mind. Follow these steps to build a $2,500 emergency fund in just a few months
    8. 4 ways to hit your family savings goals in 2025
      There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year
    9. 3 Steps to Choosing a Health Insurance Plan for 2024
      Health insurance is one of those things you should really never go without. All it takes is a single emergency room trip
    10. 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