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Teaching kids about money at every age
Talking to your kids about money may not always be easy, but it’s important to their future financial wellbeing. Here are tips for how to teach kids about money at every age.
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Personal financial literacy for Hispanics and Latinos
Cultural beliefs about money can hold some Hispanics/Latinos back from financial success, but here are five ways they can build a lasting financial legacy.
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6 ways grandparents can help pay for their grandchildren’s education
With annual tuition costs on the rise, grandparents can play a key role in their grandchildren’s education.
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How to open a 529 plan
When it comes to saving for your children’s education, a 529 plan may be one of the most effective options available.
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Is life insurance part of an estate?
It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.
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Using 529 plans for K-12 and higher education
Funds from 529 plans can be used for qualified K-12 tuition expenses, in addition to their traditional role in paying for college expenses.
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Trust planning: How to handle the emotions involved
Four strategies to help make the trust planning process easier for everyone.
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DINKs financial planning: 4 mistakes to avoid
DINK (dual income, no kids) couples don’t have costs related to children, but they do have unique financial planning considerations. Learn what these are and how to address them.
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How much should I save for retirement?
The answer is: it depends. Learn how to calculate how much you should save for retirement, considering your timeline, financial situation and your goals.
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Work-life balance for women: Tips for career growth or taking a career break
Women’s careers often resemble lattices more than ladders due to factors outside of work. Beth Lawlor, president of U.S. Bank Affluent and Private Wealth Management, offers seven tips for success—as well as advice on crafting a fulfilling career break.
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Types of IRA accounts
An individual retirement account (IRA) is a tax-advantaged investment account designed to help you save for retirement. Review which type or types of IRA accounts meet your needs.
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Leave a legacy: Strategies for a lasting impact
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
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