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Education Center

  • Is Consolidating Your Retirement Accounts a Smart Idea?

    There are a host of factors to consider when deciding whether to leave retirement plan assets at a previous employer, to take a distribution, to roll them over to your current employer’s plan or opt for a Rollover IRA. And the laws governing retirement as

  • Donor Advised Funds: Family Giving Made Easy

    In 2014, Americans gave more than $358 billion to charity with nearly three-quarters of that amount coming directly from individuals. And while much of these donations come in the form of direct cash gifts, more and more individuals are turning to planned

  • How To Reward Yourself For Smart Financial Planning

    The right incentive can make you a better spender, saver and financial planner. Use this checklist to learn four ways to reward yourself for smart money management.