FInancial Literacy
Should I Pay Off My Mortgage Before I Retire?
Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off…
Read More17 Money Mistakes Doctors (and Other High Earners) Make
Last updated: 02/28/2024 Financial missteps from high-earning individuals, like doctors, can be especially costly. Do you struggle to manage your finances or want to improve your money habits? Or are…
Read MoreThe 4% Withdrawal Rule in Retirement: Is It a Bad Idea?
Last updated: 02/28/2024 One of retirees’ greatest fears is running out of money.1,2 Some of the key questions as you prepare for retirement are, how much money will I need…
Read MoreRequired Minimum Distribution: What It Is and How to Calculate It
Last updated: 02/28/2024 Required minimum distributions are important to your overall income strategy in retirement, but the rules can be complex, especially if you have multiple retirement accounts. Read on…
Read MoreDiversification: What It Is and Why It Matters to Your Portfolio—and Financial Future
Last updated: 02/28/2024 The stock market and investing, in general, can come with high highs and stomach-churning lows. Knowing where to invest your money and how much to invest is…
Read MoreHow to Improve Your Credit Score
Last updated: 02/28/2024 Your credit score has a significant impact on your ability to meet your financial and other life goals. A good credit score makes life a little easier…
Read MoreWhat Is a Credit Score and Why Is It Important to Your Financial Future
Last Updated: February 14, 2024 Your credit score has a significant impact on many aspects of your life—your ability to obtain a credit card, mortgage, or other loans, loan interest…
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