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Senior couple toasting upon retirement: Learn how I reached my retirement goal

How I Reached My Retirement Goal

Here's how I reached my goal of retiring at 60. With a little help — and a lot of planning — you could reach your goal, too.
Woman researching apps on her smartphone for personal financial planning.

Personal Financial Planning: The Importance of Reviewing Your Finances Regularly

Your personal financial planning can greatly benefit from regular reviews. Here's how to get started.
Excited employee who just got a raise shaking his boss's hand in a conference room

Just Got a Raise? Here Are 5 Goals to Put It Toward

You might be excited to spend the extra cash you just received from a raise — but consider putting it toward a specific financial goal instead. 
Advisor talking employees through finances as part of an employee financial wellness program

How an Employee Financial Wellness Program Could Benefit Your Small Business

Small Business
Promoting your employees' financial well-being could come back around to help improve your business's success.
Smiling older couple calculating their tax deductions while filing their taxes from home

Understanding the Role of Tax Deductions

What is adjusted gross income? And what does it mean to itemize? We cover basics of income tax deductions.
Nurse aiding a senior woman who uses the benefits of long-term care insurance to cover care fees

Benefits of Long-Term Care Insurance & Other Ways to Pay for Your Care

Long-term care can be quite expensive, but there are many ways to help pay. Here's a rundown of some of the options. 
Woman drinking coffee and looking out of her window after conducting a personal finance review

How to Conduct an End-of-Year Personal Finance Review

A personal finance review can give you insight into your financial performance over the year — and help prepare you for the start of the next one.
mother who's considering setting up a 529 plan spending time with her happy teenage daughter

What to Consider Before You Set Up a 529 Plan

A 529 plan can be an effective part of a long-term college savings strategy. Here's what to consider before you set one up.
managing digital life after death for people with social media accounts, like the woman pictured

Digital Life After Death: Loved Ones' Social Media Accounts

Social media management is an emerging aspect of estate planning. Will you "memorialize" your accounts or delete them?
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