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A couple signs the paperwork for their first home SMART goal setting

SMART Goal Setting: Can Being SMART Help You Reach Your Financial Goals?

Explore how specific, measurable, achievable, results-focused and time-sensitive (SMART) goals could help you reach your financial goals.
Daughter whispering to dad on a park bench life insurance

Is It Time to Review Your Life Insurance Needs?

Change is a part of life, but is your life insurance policy keeping up? Learn how a life insurance review could help you plan for the road ahead.
A retired man plays chess in the park with his son and young grandson: things to do in retirement

Life's Next Adventure: 5 Things to Do in Retirement

Quality over quantity — this saying is true for retirement too. Discover how a little self-reflection could help you enjoy a fulfilling retirement.
A mature man plays a game of chess with his caregiver costs of long-term care

Cost of Long-Term Care: Planning for an Uncertain Tomorrow

While no one can predict future long-term care needs, there are still steps you could take to help prepare for an uncertain tomorrow.
Volunteers take donations on a sunny day in a park: charitable trust

What Is a Charitable Trust?

Learn how charitable trusts work and find out how they could allow you to provide for your beneficiaries and charitable causes alike.
A mature woman crochets in her studio: rollover IRA

When Could a Rollover IRA Make Sense?

Do you still have a 401(k) from an old job? You might want to consider a rollover IRA to manage your retirement savings.
A single father plays with his son outdoors on a fall day: single-parent finances

Single-Parent Finances: A Financial Checklist for Moms & Dads

As a single parent, chances are you have many concerns running through your mind all day long — but your finances don't have to add to your worries.
A small-business owner completes paperwork on his laptop: What is my business worth?

What Is My Business Worth? 4 Small Business Valuation Methods

Small Business
For small business owners, a valuation could offer many benefits — but it may be difficult to know where to start. Learn about four valuation methods.
A mature couple enjoys a bike ride: Roth IRA

Is a Roth IRA Right for You?

A beginner's guide to Roth individual retirement accounts (IRAs). We look at the basics, benefits and rules for managing them.
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