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Most Americans Say They Are on Track to Realize Their Financial Goals

The poll surveyed 1,000 U.S. households of high net worth individuals, a third of which had investible assets of $1 million or more. Ninety-one percent of those polled believe they are on the right path to achieve long-term financial goals, the top three being:

An Increase in Take-Home Pay is Coming

There are options to consider that will make these extra dollars work harder and last longer.

January is Financial Wellness Month

Successful money management will not only make you feel good about having your finances under control, it will also ensure both your short-term and long-term financial wellbeing.

Make 2018 Your Best Financial Year Yet

One thing that everyone can work toward in 2018 is organizing finances to make sure they are working for you.

Following the Bond Market's Yield Curve

There are times when the yield curve becomes inverted, which means you can get a higher interest rate or yield on a shorter-term bond than a longer-term bond.

The Scary Truth About How Much Americans Have Saved for Retirement

By clarifying how you want to live out your retirement, you’ll have a better sense of how much you need to save.

October is Financial Planning Month: Evaluate Your Money Matters Now

A well-thought-out plan can help you define, articulate and take steps toward achieving your long-term financial goals.

Investors: Are you Ready When the Tide Goes Out?

As Alan Gotthardt, author of The Eternity Portfolio said, “Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”

Make Positive Change With Your Investments

Social screening, shareholder advocacy, and community investing each provide a way for investors to express their values. Each channel has strengths and limitations.

Applying for a Business Loan? See Credit Score and More

While your credit score plays a crucial role in the strength of your loan application, it’s not the only factor lenders consider, and a less-than-stellar credit score won’t necessarily disqualify you from funding.

How to Cook a Frog and Build Wealth

While instant wealth is fun to think about, it is elusive. Wealth looks like it was created overnight when it was actually created through years of hard work.

Investing a Lump Sum by Nightfall

Psychological research and behavioral evidence have demonstrated that humans typically regret losses at least twice as much as they appreciate similar-sized gains. We are “loss-averse.”
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