Personal Finance

Learn more about topics related to saving, budgeting, taxes, estate planning, and navigating the stock market. Additional personal finance information on retirement, saving for college, and more can be explored under the menus on the left.  Personal finances are an essential building block towards meeting any of your primary financial goals.

Savings Plans for Those With Disabilities

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Dec 10, 2020 Learn about the "Achieving a Better Life Experience (ABLE) Act" of 2014, and seven things you should know about ABLE accounts, which are also known as 529A accounts.

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Feathering the Nest

by Danielle Schultz, CFP, CDFA Nov 01, 2020 Young families are certainly facing more challenges than was typical for baby boomers at their age. The high costs of college — your own and your children’s, the uncertainty of employment, the high cost of housing and the disappearance of pensions all make demands on planning.

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Good Actions to Take During the Economic Crisis

by Danielle L. Schultz, CFP, CDFA Mar 24, 2020 Ways to weather a downturn: examine your cash, pick up bargain stocks, improve your skills, learn about catastrophe prevention, learn self-soothing strategies.

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Money Mistakes

by Amanda Lehnert, CFP Feb 25, 2020 It’s easy to be emotional, or complacent about money, here are four money mistakes to look out for.

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