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Financial Wellness: Prepared for Life?

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How are you supposed to get ahead when you’re barely getting by?

As a millennial, you don’t need thousands of dollars to start investing for your future when you have time on your side.

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Student debt: It doesn’t have to eat every dollar you have

Managing student loan debt can be tackled in a few ways. But what’s more important is to start building your financial foundation today.

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When your money doesn’t match your dreams, make a budget

When you’re young and money is tight, having a budget helps you rein in spending and save for the things that matter.

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Applying for college aid: The time is now

Federal financial aid can be a big part of the equation in figuring out how to pay for your child’s college education, and now is the time to understand it.

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How to leave an inheritance that strengthens family ties

Whether we’re worried that we don’t have enough, ashamed that we have too much, or simply want to postpone an uncomfortable conversation, it’s easy to delay talking about inheritance with our loved ones. That conversation can be a lot easier when you have the right approach.

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Building wealth is only the first step

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In this initial discussion on creating a financial legacy, a panel of financial professionals disproves the myth that creating a financial legacy is only for the wealthy. Together, they address the need for families to make long-term financial strategies and the basic steps necessary to help protect assets and transfer them to the next generation.

Protecting the work of a lifetime

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Building wealth isn’t easy. But it can be even harder to keep it. In this concluding panel discussion, our financial professionals explain everything from strategies such as money management and succession planning to financial products including specialized insurance. In the end, devising a plan and putting it into action may be the most crucial job of all.

Money and emotions don’t mix

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Nobody likes talking about death. Or taxes. But the sooner we do, the better. In this ongoing series, a panel of psychologists discusses the need for families to deal rationally with sensitive topics. With a detailed plan in place, families can avoid making long-term financial decisions at an emotional time and that may help protect everyone’s interests.

4 Smart Strategies for Investing an Inheritance

There are so many easy ways to overspend, but, according to financial psychologists, it’s even easier if you’re spending an unexpected windfall. The good news? A little financial know-how can go a long way toward investing an inheritance and preserving it for the long term.

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Planning for the Unexpected

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What are couples like you most concerned about?

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