budgeting apps

Four Budgeting Apps for Young Adults: Making Budgeting More Fun?

Okay, I know budgeting is rarely fun for anyone, but it can be especially hard on young adults. You’ve just wrapped up your formal education and received your first decent paycheck – way more than you’ve been earning between classes. What’s a common reaction? “I deserve a shopping spr
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portfolio

Summer Refresher: Never Mind Your Wallet – What’s in Your Portfolio?

In some respects, we wish this piece weren’t worth re-posting. We’d prefer it if today’s investors no longer needed to be on the look-out for the opaque fees and conflicts of interest described. Unfortunately, with only a few minor updates, the information is still as relevant today a
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Giving 403(b) Plan Participants Their Due - Part 2

Giving 403(b) Plan Participants Their Due – Part 2

Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ tradition
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Giving 403(b) Plan Participants Their Due

Giving 403(b) Plan Participants Their Due

Part I: A Call for 403(b) Plan “Higher Education” When seeking financial advice for managing your retirement plan assets, it seems the 401(k) receives a lot more press than the similar, but different 403(b) plans used by government and tax-exempt groups such as schools, hospitals and
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Never Mind Your Wallet – What’s In Your Portfolio?

Never Mind Your Wallet – What’s In Your Portfolio?

Love them or hate them, advertising campaigns can stick in your head. Like this one from CapitalOne®: “What’s in your wallet?” If you ask me, the better question to ask is: “What’s in your portfolio?” While you wouldn’t allow a $20 bill to be plucked from your billfold by marauding Vi
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