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Like most people, you probably have a 401(k) plan through your employer. This tax-advantaged retirement account is an excellent way to...

In my opinion, annuities are among the most confusing investments. The seemingly endless options, features, and benefits can discourage...

I held a loan originator license while working as a licensed financial coach. I helped individuals and families who wanted to buy a home...

I was authorized to market prepaid legal services during my time as a licensed financial coach. Because these services included a will, I...

I enjoyed educating clients on investing during my time as a licensed financial coach. The financial services industry can be confusing,...

Personal finance is the management of financial activities and decision-making. The areas include budgeting, saving, insurance,...

My 12 years as a licensed financial coach taught me the importance of contributing to an emergency fund. Whether your goals include...

I opened an Individual Retirement Account (IRA) in my 20s to start saving for retirement. If you haven’t started investing for your...

During my time as a licensed financial coach, I learned firsthand about 401(k) plans. I gained insight when a client implemented a plan...

During my time as a licensed financial coach, I created complimentary, customized, confidential plans to help families become properly...

I co-owned three condos during my marriage: one that we lived in, one that we rented out, and one that we flipped. We both had excellent...

I started a term life insurance policy in my 20s. My then-husband and I wanted to ensure we each had coverage in case either of us passed...

When I was in my 30s, I was surprised to receive money from a will . A relative I had never met listed my father as a beneficiary, but...

When I was in my 20s, I did not know much about investing. Fortunately, I met a licensed financial coach who educated me on financial...

When I was in my 20s, I knew little about investing. Fortunately, I found a licensed financial coach who taught me the basics of...

The 50/30/20 rule in finance is a budgeting framework that divides your net income into three categories: 50% for needs, 30% for wants,...

During my years as a licensed financial coach, I set up annuities for many clients. They wanted a steady source of income during...

I began investing in my 20s. I worked with a licensed financial professional who provided guidance and support to determine which...

I opened my first Individual Retirement Account (IRA) in my 20s. I plan to open additional types of IRAs for retirement planning as my...

When I was married, we had mortgages on three condominiums, two car payments, and substantial credit card debt. Needless to say, a lack...