5 Financial Calculators You Need to Check Out

5 Financial Calculators You Need to Check Out

We're sharing some of our favorite financial calculators. Whether it's spending money on lunch, or saving for retirement, these tools can be immensely helpful. Check them out today to factor them into your financial planning.

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How to Prioritize Your Financial To Dos

How to Prioritize Your Financial To Dos

Time and again, the question I hear from clients the most is how to choose what financial priorities to put first. It sounds like it should be a simple exercise, but most of us don’t have unlimited money lying around to fulfill all our current and future financial needs and wants. So when you’re working with limited funds, what’s really important? How can you invest for the future and still live the life you want today?

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A New Addition and New Financial Challenges

A New Addition and New Financial Challenges

Let me sum it up in one word… MOTHERHOOD. For those of you that are already raising children, I’m sure you are well versed in the triumphs and challenges of raising a family while maintaining your everyday life. With that said, I wanted to discuss some of the financial changes and challenges we made to make room for our expanding family.

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Saving for College: What You Need to Know About 529 Plans

Saving for College: What You Need to Know About 529 Plans

If you’re looking into saving for your child’s college education, you may have heard of 529 college savings plans. But what are these plans, what are the benefits, and are they the right options for you and your family? Here’s what you need to know in a nutshell.

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