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Want to Quit the 9-to-5? This 8-Point Plan Can Get You ThereLeaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
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529 Funds and a Roth IRA: How to Use One to Jumpstart the OtherWant to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
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4 Ways Parents Can Help College Grads in a Tight Job MarketDespite a weak entry-level job market, the college degree's return on investment is still achievable for this year's grads. Here's how parents can help them.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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5 Actions to Set Up Your Business With Your Exit in MindWhen you're starting a business, it may seem counterintuitive to begin with exit planning. But preparing will put you on a more secure footing in the long run.
By Jamie Carroll
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How to Find Free Money for Graduate School as Loans TightenStarting July 1, federal borrowing will be capped for new graduate students, making scholarships and other forms of "free money" vital. Here's what to know.
By Sravani Atluri
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3 Steps to Help You Find Your Financial North StarIf you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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Why a Midcareer Pivot Can Be a Wealth-Building Power MoveIf it feels like you can't sustain what you're doing for the next 20 years, it's time for an honest look at what's draining you and what energizes you.
By Tracy Byrnes, CDFA®
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Top 5 Career Lessons From the 2026 Winter OlympicsFive lessons to learn from the 2026 Winter Olympics for your career and finances.
By Alexandra Svokos
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This Is How You Can Land a Job You'll Love"Work How You Are Wired" leads job seekers on a journey of self-discovery that could help them snag the job of their dreams.
By H. Dennis Beaver, Esq.
