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Money management

Maintain your credit score with sound financial strategy, less debt, and fewer credit cards. 

Credit improvement

A 529 plan allows you to save for that coming college bill in a tax-advantaged way.

Making the most of 529s

A late start doesn't mean you can't make headway on retirement savings.

Saving in 40s, 50s

With the right documents, a financial advisor can help you with short and long-term money goals.

First advisor meeting

Tips for staging a financial intervention for someone who makes bad money decisions.  

Helping a loved one with money

During a vacation or business trip, unexpected events can have consequences.

Travel insurance

Use found money to pay off debt, bolster savings, or fund retirement.

Found money

Expert advice can end up saving lots of time and money in the long run.

Working with a financial advisor

Both Roth IRAs and traditional IRAs can help you save for retirement. But they have different rules.

Roth vs. traditional IRAs

Open, honest dialogue with spouses, kids, and aging parents can potentially help you meet your financial goals.

Money taboos

Before saying 'I do' again, explore a prenuptial agreement, revising your will, estate plan or trust. 

Second marriage finances

Opening new credit cards can sometimes help, not hurt, your credit score. 

Applying for new credit

To minimize stress and reach their financial goals, newlyweds need a plan. 

Merging money after marriage

Settling an estate is a difficult job that takes patience and organization.

Executor tasks and duties

This approach blends treatment components from mental health fields with financial planning techniques.

Financial therapy

By adding to your IRA earlier than April of the next year, your investment can potentially deliver more growth.

Fund IRA early

Supplement costs with a Coverdell Education Savings Account, Roth IRA, financial aid, scholarships or loans.

Paying K–12 school tuition

Stress test your budget, review your health insurance, and time your Social Security benefits carefully. 

Retiring soon