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Fiscally Fit: How to Avoid Common Money Mistakes and Make Retirement Planning EASY

Fiscally Fit: How to Avoid Common Money Mistakes and Make Retirement Planning EASY

We all make mistakes when it comes to money. Have you ever spent hundreds on an item you had to have – but then never used? Have you gone through the ...

What Is the Difference Between the Broker-Dealer Standard of Conduct and the Fiduciary Oath?

When it comes to retirement planning, it can be tough to know where to start. For many of us, the subject seems overwhelming and full of unfamiliar te...

5 Things to Consider When Planning Your Perfect Retirement

Everyone has a different version of the perfect retirement. Regardless of how much money you have stashed away before entering the new chapter of life...

5 Questions You Forget to Ask With DIY Retirement Planning

If you’re taking retirement planning into your own hands, it’s easy to get bogged down by the dollars and cents without thinking about what retirement...

Financial Decisions Don't Stop with Death

How to Rebuild Your Credit Score

Bad credit can be the result of a variety of things, maybe you defaulted on student loans, had years of high credit card balances or had a foreclosure...

Tips for Negotiating Your Salary

Whether it’s your first job or not, negotiating your salary is always something you should consider doing. You may feel like what you were offered doe...

Bill Paying Tips + Tricks

Sometimes paying the bills on time can slip through the cracks. Maybe you’ve been traveling and the due date sneaks up on you. Suddenly you have late ...

What Counts as a Qualified Expense for a 529 Plan

After years of saving for college in your 529 plan, the day has finally arrived that you need some of that money to start school. You have control of ...

How to Use a 529 to Pay for K-12

As of January 2018, parents can now use their 529 plans to pay for private K-12 tuition. Originally designed for college, 529 plans allow tax-free ear...

20 Top Savings Tips

AARP just came out with their annual 99 Great Ways to Save Money. Here are Wealth Legacy Institute’s Top 20 from the article.

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