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New Year Reminders for a Strong Financial Future

Get your finances in shape before diving into the new year. In this blog post, we share a checklist of new year reminders.

There are still plenty of ways to receive tax benefits from philanthropy. Learn about six charitable giving strategies you can use today.

When planning your financial future, you must manage all financial risks, not just your investments. Here’s our perspective on prioritizing.

Year-end is a great time to optimize your financial situation. Use our year-end financial checklist (and download) as your guide.

Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.

Leftover money is certainly a good problem to have, but what exactly can you do with unused 529 funds? Here are your options.

Are you an investor who is more focused on trading tactics and financial products than results? If so, you might be gambling, not investing.

Explore the question of how to pay for college by examining the decision-making process through the lens of a financial planner.

Learn how setting goals and creating a plan for taxes and diversification can help improve future outcomes with your restricted stock units.

Answering the question “How much money do you need to retire?” is easier than you might think. Let us walk you through the math step-by-step.

What steps can you take as a college graduate to set yourself up for financial success? Get advice from a peer studying financial planning.

Learn about the key differences between two well-regarded yet sometimes misunderstood certifications: CFP vs CFA.