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    1. 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
    2. 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
    3. Debunking The Myths About Self-Directed IRAs
      Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
    4. 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.
    5. Worried About a Recession? Make These 8 Money Moves Now
      If you want to shore up your finances in case of recession, here are some money moves you can make now.
    6. 3 Cost Savings Every Small Business Should Look For
      The world of business today is more competitive than it has ever been, and political uncertainty also brings its own pressures to the corporate world. Small businesses can be particularly vulnerable, whether they're a start-up enterprise or well established, but these factors also bring great opportunities for business
    7. 3 Strategies to Recession-Proof Your Retirement Savings
      Retiring amid a potential recession could make anyone's stomach turn, but fortunately, there are ways to maintain your spending levels no matter the
    8. How the SECURE Act Will Impact Retirement Savings
      With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today's do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there are obviously flaws with the system because about one-fourth of working Americans have
    9. Keeping Your Retirement Savings On Track Amid The Great Resignation
      In May 2021, psychologist Anthony Klotz coined the phrase “The Great Resignation” to describe the record amounts of workers quitting their jobs after
    10. 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.