Key Takeaways A financial checkup checklist might include automating contributions, staying disciplined, and sticking to goals As markets move, and as time passes, it’s important to review your portfolio and consider rebalancing allocations In times of uncertainty, an emergency fund might become a necessity Have you had your annual wellness screening? You know, the one […]

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Key Takeaways Learn how the SMART approach—making goals that are specific, measurable, attainable, relevant, and time-based—can help keep you on track Remember to review your life situation periodically and, if necessary, tweak your goal plan Let’s face it: Mom knows best. Wear a hat in the winter and sunscreen in the summer. Don’t play ball […]

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Key Takeaways Millennials are now the largest group of homebuyers Student debt continues to weigh on the would-be first-time homebuyer Millennial homebuyers are most interested in securing a low monthly payment Much has been said in recent years about how millennials won’t—or can’t—buy homes. However, the reality is that millennials are buying homes. In fact, […]

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Key Takeaways Financial health isn’t just about money; it also includes an emotional component A financial therapist or investing coach can help you get to the bottom of your emotional roadblocks when it comes to investing Money causes a tremendous amount of anxiety. It’s frequently cited as a source of stress as well as a […]

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