529 plans are the most commonly used savings plan for future college expenses. Surprisingly, a recent Edward Jones survey found that only 34% of Americans could properly identify a...
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06/10/15
05/27/15
How can we start saving for college?
I was recently asked about the best ways to save for college by a family with a newborn. I was so proud of them for planning right out of the gate. They had just received a few...
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05/14/15
Three Reasons You Should Charge It!
The number of Americans without any credit card at all has climbed – 29% were plastic-free in 2014, compared with 22% in 2008, according to a Gallup poll. “This suggests that...
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05/06/15
Before You Plan, Look at the Big Picture
Most of us typically think about financial planning with a specific goal or two in mind. You want to plan for your kids to go to college or you want to ensure that you are on track...
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04/28/15
What is an Emergency Fund and Why Do I Need One?
One of the best ways for you to reduce worry about your financial life is to prepare for the unknown with an emergency fund. What is an emergency fund? An emergency fund is an...
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04/21/15
The Secret to Financial Planning
As Carl Richard’s points out in the graphic below, most of us don’t have a financial plan. We’re not clear about our goals and we don’t know how to quantify the uncertainty...
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