Retirement is a well-deserved phase of life that can offer the freedom to explore new passions, pursue long-held dreams and enjoy the fruits of a lifetime of hard work. 

However, for some individuals, the transition to retirement can also bring a sense of boredom and restlessness. 

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As parents, we strive to equip our children with the knowledge and skills they need to navigate the complexities of adulthood successfully. One crucial aspect of financial literacy that often gets overlooked is building credit.

By teaching children and teens about credit from an early age, we can empower them to make wise financial decisions and lay a solid foundation for their financial future. Let’s explore some practical tips on how to get children and teens started on the right path:  

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In recent years, there has been a surge in the popularity of values-based investing, as individuals increasingly seek to align their financial decisions with their beliefs and personal interests. 

Let’s delve into the concept of values-based investing, shed light on key topics, and provide you with the information you need to determine whether it may be of interest to you. 

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One thing that is guaranteed in life is change — whether it’s from the ever-evolving economy or the ups and downs of personal life. That’s why evaluating your financial health to ensure you're on track to meet your goals can be so important. 

Let’s go through what it takes to do your own comprehensive checkup process so you can make informed decisions and optimize your financial well-being no matter what comes your way this year:  

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With graduation season upon us, it's time to celebrate the achievements of our college graduates and support them on their journey into the next phase of their lives. 

While cash is often the go-to gift, there are other thoughtful and impactful financial gifts that can help set them up for long-term success. In this newsletter, we'll explore five creative alternatives to cash gifts that can make a lasting difference.  

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Oftentimes, the journey matters more than the destination. Working long hours and investing instead of spending can help you achieve your long-term goals, but what about the present moment?  

Ask yourself these questions to understand what your money is doing for you:

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