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Financial Planning

A businessman’s hands show an investment growth chart representing his profits, possibly made through high-yield CDs or bump-up CDs.

High-Yield CDs vs Bump-Up CDs

Lots of financial products are available, including numerous types of certificates of deposit (CDs). Here’s how they differ and the pros and cons of each.

A man’s hands hold his smartphone, currently displaying his good credit score, which is a great way to receive multiple benefits.

What Are the Benefits of a Good Credit Score?

Your credit score isn’t just a number. It’s a door to opportunity, and the higher your score, the wider that door opens.

A mom lifts her young child high into the air, representing long-term financial goals for her family.

How to Set Up Long-Term and Short-Term Financial Goals

Master the art of setting effective financial goals, unlock the path to monetary stability, and start achieving your aspirations with this comprehensive guide.

The word “beneficiary” is spelled out on a stack of wooden blocks representing the security-building benefits of adding a beneficiary.

4 Benefits of Adding a Beneficiary to Your Account

Adding a beneficiary to your accounts might not be top of mind. But there can be many benefits to taking this simple step.

A business man with a superhero’s cape looks over the city as he considers his financial planning journey.

Financial Planning for Beginners

Financial planning makes you the hero in your own journey as you map out how to find a treasure for your future.

A businessman waters a plant shaped like an upward financial chart, surrounded by gold coins, to represent carefully tending to, preserving and growing his wealth.

Why True Wealth Preservation Requires Necessary Risks

Wealth degrades over time without interest, so it’s important for high earners to carefully invest or save money in high-interest accounts to offset that degradation.

Page 1 of 13

This material is for informational purposes only and is not intended to replace the advice of a qualified tax advisor, attorney or financial advisor. Readers should consult with their own tax advisor, attorney or financial advisor with regard to their personal situations.

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