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<meta property="cq:wcmmode" content="disabled"/><meta property="articleFeedData" content="{"baseUrl":"/articles/financial-planning","bottomArticles":[{"date":"Thu Sep 14 00:00:00 PDT 2023","author":"/content/dam/cob-corp-acquisition/content-fragments/authorbio/marc-klein/jcr:content/data/master","imagePath":"/content/dam/cob-corp-acquisition/images/articles/2023/09/230299_DA_3CDInvestingStrategies_SEOA_FINAL.jpg","previewDescription":"Certificates of deposit (CDs) are considered low-risk, safe investments, assuming you can leave your money untouched for the set term. 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Financial Planning

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.

A woman who has decided to go paperless refuses to accept paper statements, bills or other documents.

6 Reasons to Go Paperless

Paper was a great invention, but there are many benefits to electronic statements and documents. Find out six reasons you should consider going paperless.

A dial labeled “Profit” has been set to the maximum level, symbolizing the earning potential when employing an investment strategy on your CD.

Maximizing Your Investments: Three Strategies for CD Investing

Certificates of deposit (CDs) are considered low-risk, safe investments, assuming you can leave your money untouched for the set term. And there are several strategies you can

Increasing stacks of coins beside a piggybank indicate maximizing savings with a CD

Maximizing Your Savings: How Much Money Can You Make With CDs?

You’ve probably heard that you can earn money by purchasing a certificate of deposit (CD). But how much can you actually make with a CD, and how do you maximize your savings?

A woman sits on a couch with her laptop and ponders different factors before opening a certificate of deposit.

Six Important Factors to Keep in Mind When Selecting a CD

Finding a way to make your money work for you can be a game changer when it comes to long-term financial health. And a certificate of deposit (CD) can be a great way to do just that. Here

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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