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Category: Investing
Using 529 Plans for Multigenerational College Planning
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
Goals-Based Investing: A New Approach to Achieving Your Financial Goals
Goal-based investing puts deeper meaning behind your investment choices and their outcomes. Let’s look at what goals-based investing is and how it can change your outlook on investing.
What Are Money Scripts (And What’s Yours)?
Money scripts uncover your personal narrative, attitude, and beliefs about money. These beliefs can powerfully impact your habits and …
Individual Stocks vs Comprehensive Investing: Why The Difference Matters A Lot
Comprehensive investing considers your entire picture—financial and personal— over the long-term and helps you keep your goals and values at the center.
What Is Risk Tolerance And Why It Influences Your Money?
When it comes to investing, there is a lot you can’t control. You can’t decide (or predict) market movements or …
Behavioral Finance 101: Understanding Your Investor Psychology
Behavioral finance has uncovered fascinating revelations about how investors approach their money. Behavioral finance puts the investor front and center, …