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NEW
What Exactly Is a Mutual Fund?

In financial conversations, you may hear the word "mutual fund” come up from time to time. But what exactly is a mutual fund?

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NEW
What is an Index Fund, and How Can it Work for You?

You know what they say: slow and steady wins the race, and the same can be said with investing in index funds.

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NEW
5 Things To Do When Selecting a Financial Advice Firm

Choosing a financial advice firm to work with isn’t as simple as doing a quick Google search.

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What Is a Chartered Retirement Planning Counselor?

If you’re looking for someone that specifically helps with retirement planning, consider working with a CRPC™.

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CPA vs. CFP: What’s the Difference?

Many advisors study for advanced certifications, and understanding those designations is helpful when deciding who to work with.

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Part 3: 3 Things to Know Before Hiring a Financial Advisor

It's hard to know how your advisor gets paid. They don’t get paid hourly, like an accountant or lawyer.

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Part 1: 3 Things to Know Before Choosing a Financial Advisor

Choosing a financial advisor who can help you make financial decisions is important as retirement approaches.

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Part 2: 3 Things to Know Before Hiring a Financial Advisor

Finding an advisor can be challenging, but it’s important to keep your head up throughout the process.

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