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Help Protect Vulnerable Family Members from Scam Artists

Look for red flags, such as a reluctance to discuss money matters, consistently unpaid bills, unexplained withdrawals, mysterious wire transfers or a sudden need to purchase large quantities of gift cards.

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Questions to Ask Your Financial Advisor

A financial adviser is there to provide you with valuable expertise – so take full advantage of it.

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Work Toward Your Own Financial Independence Day

Your first step is to define what financial independence signifies to you. For many people, it means being able to retire when they want to, and to enjoy a comfortable retirement lifestyle.

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Don't Let Your Investments Go on 'Vacation'

When you hit the road, you will enjoy getting away from your regular tasks, but there's one part of your life that should never take a break – your investments.

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Father's Day: Lessons About Money Can Be Priceless Gifts to Children

Father's Day is almost upon us. If you're a dad, you certainly may enjoy getting cards and gifts, of course. But, over time, you will gain even greater satisfaction by what you can give your children – such as some valuable financial lessons.

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Saving for Education? Consider a 529 Plan

Education is a great investment in a child's future. And to make that education more affordable, you might want to make your own investment in a 529 plan.

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You Can Still Gain Tax Benefits from Charitable Donations

But with the passage of the new tax laws, things may have changed considerably for many people. Are there still tax benefits to making a charitable donation?

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How Can You Meet Your Short-Term Goals?

In short, when investing for long-term goals, you're seeking significant growth and, in doing so, you'll have to accept some degree of investment risk. But when you're after short-term goals, the formula is somewhat different: You don't need maximum growth potential as much as you need to be reasonably confident that a certain amount of money will be there for you at a certain time.

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This Mother's Day, Consider Financial Gifts for Your Adult Children

However, you might find that you can get more enjoyment from the holiday by giving, rather than receiving.

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Take Steps to Control Your Investment Taxes

But you might give some thought to how you can manage your investment-related taxes.

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Strategies for Your Investment 'Garden'

But could the skills you deploy at gardening be transferred to other areas of your life – such as investing?

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Should You Make Extra Mortgage Payments or Boost Your Investments?

Actually, you get some real benefits from a mortgage. It certainly provides something of great value to you – your home.

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Newer Investors: Don't Panic if Bear Market Returns

Depending on your age, you may have only experienced the bull market of the past nine years, so you might not know what to expect – or how to respond – whenever the next bear market strikes.

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Time for Financial 'Spring Cleaning'

This year, consider extending the "spring cleaning" concept to your financial environment, too.

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What Should Investors Know About Recent Volatility?

Let's look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?

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Talk to Your Spouse About Your Retirement Vision

However, if you're married, you and your spouse should develop a joint “vision” encompassing all the key areas of your retirement lifestyle.

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Make Sure You Choose the Right Financial Professional

So, if you decide to work with an individual financial professional, what should you look for from this person? Here are a few questions you might want to ask.

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Women's Day: How Can Women Make Financial Progress

So, what are the key obstacles to financial security for a woman? Probably the first thing that comes to mind is the gender wage gap: Women generally earn around 80 cents for every dollar men earn, according to the U.S. Census Bureau.

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Consider Financial Gifts for All Your Valentines

Of course, recipients certainly appreciate flowers, candy, jewelry and so on, but this year, consider going beyond the traditional favorites to give your loved ones something more long-lasting – a financial gift.

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Be Financially Prepared for Natural Disasters

Whether it's a tornado, hurricane, flood or wildfire, you may be at least potentially susceptible to a weather-related event that could threaten your physical – and financial – well-being. How can you protect yourself?

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Put a Trusted 'Quarterback' on Your Financial Team

And, just as a quarterback on a football team must communicate clearly with his teammates, so will your financial quarterback need to maintain consistent contact with the other team members.

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Questions to Ask Before Taking Social Security

Social Security can be an important part of your retirement income. So, before you start making decisions about your payments, you'll want to know what questions to ask.

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When Do You Need a Financial Advisor?

But life isn't that simple – and so, at some point, you may realize you need some professional assistance

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