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Financial Lessons Your Teen Can Learn from a Summer Job

Key Takeaways A first summer job for a teen often requires opening and managing their first bank account  Teens can learn the importance of saving up as well as the true cost of a splurge  Don’t forget to file a tax return if necessary The time-honored tradition of a summer job can help teenagers get […]

Healthy vs. Unhealthy Debt: A New Twist on the Good Debt/Bad Debt Argument

Key Takeaways Unhealthy debt, such as revolving credit and predatory loans, can make it much harder to reach your long-term financial and retirement goals Healthy debt, such as mortgages and student loans, can increase net worth, but too much can impede your goals A financial pro can help you set your debt management strategy for […]

Big Purchase Ahead? Think of Potential Short-Term Investment Strategies

Key Takeaways Understand the difference between long-term and short-term investment strategies For short-term investing, consider establishing a timeline for your priorities  It may be best to avoid forsaking your long-term retirement plan for a short-term financial goal While wrestling with pandemic-related shutdowns and a rough economy in 2020, many investors likely found it difficult to […]