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.

What to Do with Inherited Stocks

by Adam Ritt May 06, 2021 The loss of a loved one is painful and can bring many emotions to the surface. When it comes to handling inheriting stocks, however, take the emotion out of it and make rational, instead of sentimental, decisions.

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Divorce and Splitting Your Investments

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Apr 16, 2021 Student Loan Debt Is Often Cited as Grounds for a Broken Marriage

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Financial Planners Look at All Money Issues for a Client:

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Mar 11, 2021 What is a financial planner? Why would you work with a financial planner? How do you select one? This article focuses on the financial planning process.

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The Bucket Approach

by Danielle Schultz, CFP, CDFA Sep 25, 2020 The bucket strategy divides your spending into three simple categories, immediate spending, medium-term goals, long term savings.

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The Advantages of Saving and Investing Early

by Dan Krstevski, CFP May 31, 2017 There are several key benefits from investing early versus waiting, such as compound interest, time and risk, and experience.

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Digital Hoarders, Clean Up Your Finances!

by Matt Mondoux, CFA, CFP, CMT Sep 15, 2020 Your Family Should Be Able to Access Your Online Accounts, if Necessary

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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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