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Articles

Test Your Knowledge of Financial Basics

How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you'll find details to help you learn more.

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Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are

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Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these

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Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about

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Roth IRAs vs Roth Employer Plans

The option to use Roth versions of employer 401(k), 403(b), and 457 retirement plans are becoming more prevalent in recent years from both public and private employers. While these Roth employer

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Everyone Needs a Plan: Get Organized with SVA’s Estate Planning Worksheet

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to

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Don't Let Your Retirement Savings Goal Get You Down

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey,

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Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make

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Money Minute: The Value Proposition of Using a Financial Advisor

Do you realize most people spend more time planning their vacations than they do their financial future?

That’s where having a trusted financial advisor can help.  Whether it’s planning for a

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