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Content Library

A teenager holding a yellow and blue longboard talking to her friend
Michael Jolie | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Married couple a bench staring at ocean.
Michael Jolie | Jul 14, 2022

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Mother and child working on a laptop together
Michael Jolie | Jul 7, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Michael Jolie | Jun 30, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Michael Jolie | Jun 23, 2022

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Two yellow balloons with smiley faces on them
Michael Jolie | Jun 16, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Emergency exit door.
Michael Jolie | Jun 9, 2022

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Michael Jolie | Jun 2, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Michael Jolie | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Married couple in front of lake.
Michael Jolie | May 19, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Michael Jolie | May 12, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Business handshake.
Michael Jolie | May 5, 2022

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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