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Financial planning

One key to money management is creating smart financial habits for your everyday life. Browse this section to find articles on budgeting, investing, building savings and more.
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Planning your financial future

5 useful budgeting tips and apps for your smartphone or tablet

There's an app for that! Helping you build a better budget and sticking to it has been made easy by five beneficial apps created for your smartphone.

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Planning your financial future

3 key considerations for selecting an annuity

With the purpose of generating guaranteed income, choosing the right annuity can be challenging.

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Planning your financial future

10 money resolutions to make right now

Saving more and spending less is a worthy goal. Here are some ideas to consider that can help your goals become reality.

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Man sitting at desk looking at tax forms and laptop
Planning your financial future

Income tax glossary: Basic terms you should know

For many people, trying to understand basic tax terms can lead to frustration and confusion and that's especially true if you're trying to do your taxes on your own for the first time or if life events have changed your financial situation.

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Planning your financial future

Setting smart and realistic financial goals

Resolving to take on challenges like tackling debt, savings and retirement once and for all can serve as a turning point and help you build a more secure future.

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Planning your financial future

13 ways to budget and save money during the summer

Summer is a fun time, but can also be expensive. Fear not, because there are simple ways you can learn how to budget and retrain your brain to save money.

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Planning your financial future

Personal finance FAQs

Money is a topic that can sometimes feel overwhelming, especially when it comes to personal financial planning and saving for retirement.

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