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Core Principles

What You Need to Have the Perfect Day

Key takeaways Simplicity is the key to success if you want to have the perfect day. Keeping the steps to accomplish something, like the perfect

Saving, Spending, and Borrowing

Delaying Your Leap from the Nest

Key Takeaways It might sound strange to be living with your parents at 30, but it can be a good idea to help you defray

Employment

401(k) Vesting

Key Takeaways When you’re vested in your 401(k), you’re receiving Other People’s (your employer’s) Money. There are two different types of vesting plans: safe harbor

Employment

4 Key Items in Your 401(k)

Key Takeaways A 401(k) is a smart way to save for retirement and help you reach your future financial goals. If you’re investing in your

Life Events

Blissfully Married

Key Takeaways For many reasons, getting married is a huge life transition. Combining incomes and budgets is a major part of that transition. Make sure

Saving, Spending, and Borrowing

Online Purchase Installments: Good or Bad?

Key Takeaways Many online retailers offer the option to pay for items in installments. Installments may seem like a good idea, especially when there’s 0%

Saving, Spending, and Borrowing

The Impact of Millennials’ Spending and Saving

Key Takeaways The millennial generation is the largest part of the workforce in our country right now. As millennials age, the amounts they’re saving and

Investing

The Downfalls to Target Date Funds

Key Takeaways Target date funds are a kind of “set it and forget it” way of investing for retirement. This approach doesn’t take into consideration