Financial Planning Archives

What Defines the Middle Class?

March 17, 2021 (Last Modified: June 28, 2021) / Mint

From politics and census stats to memes and activist resources, you’ve probably heard the term “middle class” before. But what exactly does middle class really mean? It depends on context. It turns out, categorizing the middle class isn’t so straightforward....

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Financial Planning

5 Things To Do With a Large, One-Time Payment

February 22, 2021 (Last Modified: March 1, 2021) / Dan Miller

This time of year many people may have received a tax refund or a stimulus check. Here are 5 things that you can do with a large, one-time payment.

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Financial Planning, Retirement

How to Reassess Your Retirement Plans

February 18, 2021 (Last Modified: March 11, 2021) / Dan Miller

The retirement plan you had in your 20s when you were single is not the same plan you’ll want in your 50s, lets discuss how to reassess.

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Financial Planning

The 5 Best Financial New Year’s Resolutions

December 29, 2020 / Zina Kumok

Change has to start somewhere, and for many people that change is easier to make if the starting point has some meaning. It can be a birthday, an anniversary, or any other date with some symbolic weight. Most commonly, people...

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Financial Planning

What’s the Difference Between 401(k) and 403(b) Retirement Plans?

December 28, 2020 (Last Modified: April 12, 2021) / Mint

Investing in your retirement early is the best way to ensure financial stability as you age, especially when it comes to understanding various retirement options. Getting started may feel overwhelming — luckily we’re here to help. We help break down...

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Coronavirus (COVID-19), Financial Planning, Personal Finance

7 Money Steps to Take Before 2021

November 20, 2020 / Dan Miller

With the end of the year rapidly approaching, it’s a good time to take stock of your financial situation as you head into 2021. 2020 has been a strange year, and a difficult year for many people. With many people’s...

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Financial IQ, Financial Planning

Best Checking Accounts 2020

September 17, 2020 (Last Modified: August 31, 2021) / Dan Miller

Sound money management is an important part of a solid financial strategy. In this article, we’ll look at some of the best checking accounts.

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Financial Planning, Personal Finance

3 Financial Self-Care Habits You Can Start Today

September 15, 2020 (Last Modified: January 19, 2021) / Jackie Porter

If you’re someone who struggles with financial anxiety and stress, practicing a financial self-care routine could help. Start with 3 habits.

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Coronavirus (COVID-19), Financial Literacy, Financial Planning

The ABCs of Financial Empowerment

September 11, 2020 / Marsha Barnes

When you think of financial empowerment, what comes to mind? No matter what your financial situation is, there are 3 key areas to focus on.

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Financial Planning

June Financial To-Do List + Calendar

June 1, 2020 (Last Modified: January 13, 2021) / nstelmar

Life happens, but you can be prepared for the unexpected with an emergency savings fund. These funds are designed to be set aside for unanticipated expenses, such as: Unexpected job loss Unforeseen medical expenses Car repair Family emergencies Emergency funds...

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