Latest articles by Jaime Eckels, CFP
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The 1 Piece of Financial Advice Growing Families Need to Heed
spending There are plenty of tips for how to save, but far fewer for how not to spend. That’s where a family values plan comes into play that will make it easier to say “no” when the pressure builds to keep up with the Joneses.
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Coronavirus Has Shown the True Value of Cash Reserves
retirement Beyond peace of mind, having an emergency fund offers retirement savers a wealth of possibilities in times like these.
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Don't Just Give, Give Smarter
retirement Many people give to charities at the end of the year in a mad scramble that ends up leaving tax benefits on the table. There's a better way. Here are three beginning-of-the-year tips to benefit your causes and cut your taxes too.
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7 Traits Shared by Every Good Financial Adviser
Financial Planning Getting good financial advice isn't just about stocks and bonds. It's about the relationship and trust you have with your adviser. Here's how to evaluate whether your professional is doing a good job and is the right fit for you.
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The 9 Steps to Take to Make 2019 Your Best Financial Year Ever
Making Your Money Last Even the best savers could benefit from taking a cruise through this financial checklist. And if you're not the most disciplined budgeter on the block, then even better.
Making Your Money Last
