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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 tips on budgeting, investing, building savings and more.
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Financial Planning
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Planning your financial future

Financial advisors and the duties they perform

Financial advisors can provide a variety of services for clients. They are able to cover a wide range of financial needs and build a financial plan to help you achieve your financial goals.

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Planning your financial future

Financial management: 3 safer savings alternatives

Financial management in a slow-to-recover economy can be tricky. You know that you need more savings, but you may still be concerned about making investment choices.

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Planning your financial future

Financial planning support

Financial planning professionals offer many services. It's important to determine which type of professional can help based on your needs.

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Two men shaking hands to indicate developing a financial plan
Planning your financial future

Financial planning support

Financial planning professionals offer many services. It's important to determine which type of professional can help based on your needs.

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Planning your financial future

Free budget spreadsheets

It's hard to create a budget without building an extensive spreadsheet. There are several budgeting resources online that provide free spreadsheets for your specific needs.

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Planning your financial future

Get rewarded for your spending

If you’re disciplined enough to use a rewards credit card to manage your monthly expenses, you may be able to ring-up the benefits.

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Planning your financial future

His, mine and ours: Financial tips for second marriages

Any couple getting married has a lot of adjustments in their future, but couples with existing families have even more. From combining homes to updating estate plans, there is a lot to consider.

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