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Finance

How Financially Knowledgeable Are You?

Even if you have a set financial plan and are working with an advisor, money spent on the “little things” can start to add up.

What it Takes to Get (and Keep) a Mortgage

Here are items you should know before and during applying for and securing a mortgage loan.

How to Make an Impact with Your Investments

Whether their focus is on advancing environmental causes, building healthy communities or promoting corporate ethics, investors feel they can make a difference in the world through their financial choices.

5 Key Financial Steps to Take Before Tying the Knot

The conversation around merging finances - and financial habits - isn't nearly as pleasant as some of the common perks of wedding planning, but it's arguably the most critical and requires a plan of its own.

Avoid Emotional Investment Decisions

Focusing on short-term performance can distract investors from more meaningful factors and lead to suboptimal investment decisions

Setting the Cyrptocurrency Record Straight

All cryptocurrencies have a tendency to fluctuate wildly in valuation. Millions are made and lost as the price of cryptocurrencies rise and plunge with reckless abandon.

Time is on Your Side, Bonds are Not

According to the Society of Actuaries, 40 percent of retirees underestimate the life expectancy of people their age by at least five years.

Wealth Management: Not Your Father's Advisor

Investors need to educate themselves, because the large, traditional financial institutions will not educate the public.

Private Equity Secret: LED Lighting Improves Profitability

Besides the typical shared activities of reducing people, improving systems and processes, implementing lean methodology and eliminating redundant costs, private equity firms are investing in LED lighting.

Why Financial Literacy Should Be on Every Employer's Mind

Employers have the unique ability to improve the mental health and overall lives of their employees by strengthening their basic financial literacy and comprehension.

Financing Your Spring Remodeling Project

Whether it’s a landscaping, gardening or home remodel you are dreaming of, there are some wise steps to follow before undertaking such a costly project.

Q&A: Navigating the Social Security Puzzle

Understanding the tradeoffs associated with various withdrawal strategies is an important part of creating a successful income replacement program post-employment.
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