Tag: financial planning

Risk Management

Is College Still Good Debt For Your Kids Today

A certified planner turned her own student loans into manageable good debt years ago. Now she faces a tougher question...

15/10/2026

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Retirement Planning

Brockenbrough Wealth Advisors: What Rank 15 Really Means

A 56-year Richmond firm just landed at No. 15 among the country's watched financial advisors, with $5.5 billion and only...

08/10/2026

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Retirement Planning

SJS Investment Services: Top Advisor Ranking Explained

SJS Investment Services just placed near the top of a national advisor ranking, with $2.9 billion under management and no...

08/10/2026

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Smart Money

Pet Insurance Reality Check After a $6000 Vet Bill

When my dog Otis landed in the ER after swallowing part of his toy, the bill hit $6,083. My pet...

07/07/2026

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Risk Management

Savant Wealth Management Shines in CNBC Elite Advisors 2026

Have you ever wondered what separates truly exceptional wealth advisors from the rest of the pack? When CNBC put together...

23/06/2026

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Retirement Planning

Women vs Men Retirement Savings: Habits That Matter Most

Women are participating more and saving higher percentages of their paychecks for retirement than men, yet their average 401(k) balances...

18/06/2026

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Retirement Planning

Why Women Need to Plan Long-Term Care Costs for Retirement

Women live longer on average, but that brings a hidden financial challenge: the high likelihood of needing years of long-term...

07/06/2026

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Retirement Planning

How a Financial Plan Can Leave You £194,000 Wealthier

Most households saw their wealth drop last year, but those with a financial plan stayed thousands ahead. What if a...

22/05/2026

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Retirement Planning

Record Tax Refunds 2026: Smart Ways to Use Your Windfall

Tax season 2026 is delivering bigger refunds than ever before, putting thousands back in families' pockets. But will this money...

25/03/2026

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Interest Earning

How to Crush Big Savings Goals in 2026

Ever stared at a massive upcoming bill—like a wedding, home reno, or new car—and wondered how you'd ever cover it...

11/02/2026

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