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Financial Planning Tips for High-Earning Women Thumbnail

Financial Planning Tips for High-Earning Women

When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the workforce. 1

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5 Financial Bad Habits to Cut This Year   Thumbnail

5 Financial Bad Habits to Cut This Year

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are five overlooked financial bad habits that could be draining your bank account.

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'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud Thumbnail

'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud

For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for support, there are also scammers looking to take advantage of the holiday goodwill. Not sure whether a charity you want to contribute to is on the up-and-up? Below are a few steps you may take to see if the charity is fraudulent.

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A Season of Giving - 5 Different Ways to Give During the Holidays Thumbnail

A Season of Giving - 5 Different Ways to Give During the Holidays

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to give this holiday season. Here are some different ways to give back to others in a major way this holiday season.

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A Holiday Survival Guide for Your Finances Thumbnail

A Holiday Survival Guide for Your Finances

The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the financial stress of going over budget? Here are four tips to help your budget have a happy holiday season.

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A Year-End Wealth Planning Guide Thumbnail

A Year-End Wealth Planning Guide

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances.

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Every Breath You Take: Advice to My Former Self Thumbnail

Every Breath You Take: Advice to My Former Self

My daughter, Sue, is starting her career in Chicago and recently asked me for advice I would give my younger self at her age. Since I was 22, so much has changed, but more is still the same. The internet gives us information on demand, but so much of it is advertising and not relevant. Drinking from the information firehose can be challenging.

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4 Thanksgiving Lessons for a Feast-Worthy Financial Plan  Thumbnail

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are four Thanksgiving lessons that might help your household's financial plan year-round.

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Women and Philanthropy: A Guide to Giving Thumbnail

Women and Philanthropy: A Guide to Giving

Women have been givers since ancient times. They often give with their heart and soul to support projects that improve society. In our modern times, successful women are now finding themselves in positions that allow them to become effective and influential philanthropists.

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