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    1. Choosing a Bank
      Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
    2. Immediate vs. Deferred Annuities: What’s the difference?
      Despite not being as well-known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. Despite not being as well-known as some other retirement tools, annuities account
    3. Parents: Nine Ways to Jump-Start Your Teenager's Financial Future
      Talking to your kids about money can serve them well down the road. Here are some tips to help your teen set up a bright financial future
    4. Brennan Brings STEM training, viral moments into this week’s 126th U.S. Open golf championships
      One of the most intriguing young talents on the PGA TOUR, 24-year-old Michael Brennan has gone viral both on the internet and tournament leaderboards
    5. Making a Charitable
      Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
    6. Making a Savings Plan
      Whether you're saving for a big investment like a home, or just want to start putting money away, having a plan is essential. This article will be a step-by-step guide of how to start. Introduction Why savings is so important – helps you reach financial goals and keeps you from turning to credit in emergencies Makes i
    7. 5 Roth IRA Rules You Must Know Before Opening An Account
      I’m a big advocate of the Roth IRA. I love to talk about it, and I recommend it to anyone who’ll entertain the conversation. But what I discovered is that a lot of people don’t understand the full extent of what a great investment vehicle the Roth IRA is. As well, many who do have it are completely unaware of how best
    8. Before You Give an Adult Child Access to Your Bank Account, Understand These 5 Alternatives
      One of these five alternatives may provide the help you want without unnecessarily turning your child into a co-owner of your money.
    9. How Much Should You Put Into Your Savings Account? Here's One Way to Decide
      How much money should you keep in savings depends on your financial needs. Here are three steps to determine what's right for you
    10. Building an emergency fund can feel daunting, but these tips can help
      Whether you want to start an emergency fund or create better habits while you save, here are some expert recommendations.