Latest articles by Shane W. Cummings, CFP®, AIF®
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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How Gen Z’s Retirement Planning and Investing Are Different
Growing up with a smartphone in hand has made the use of technology for investing and retirement planning second nature for Generation Z.
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Ease of Technology Can Actually Complicate Your Financial Life
From the rising threat of identity theft to making it easy to forget about automated subscriptions, technology doesn’t always make our lives easier. Here’s what to be aware of.
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Three Essential Money Hacks for 2024
The beginning of a new year is the perfect time to look at how you can adjust your spending habits and budget better to save money.
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It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
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Facing a Potential Job Loss? Here’s How to Prepare
Even if you feel secure in your job, it’s still a good idea to make sure you’re financially prepared in the event you’re laid off.
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Trusting Fintech: Four Critical Moves to Protect Yourself
A few relatively easy steps can help you safeguard your money when using bank and budgeting apps and other financial technology.
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7 Ways to Automate Your Finances and Supercharge Your Savings
Starting the process can be daunting, but the sooner you jump in, the easier it could be to manage your financial life. Your future self will thank you.
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Crypto Has Been Through the Wringer in 2022: What Now?
cryptocurrency With prices of Bitcoin, Ethereum and other cryptocurrencies down, you may be tempted to give it a try. The best advice for those who are curious may be to tread lightly, and make sure you understand what you’re getting into.
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Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
529 Plans With new changes to the FAFSA process, you can “superfund” their college savings – without affecting their financial aid status.
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Why I Tell My Clients to Use Mint When Planning for Retirement
Budgeting Take it from a financial professional, Mint is a free, easy-to-use tool that can help you reach your financial goals.
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