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Financial Fundamentals


Trump Accounts: A New Way to Save for the Next Generation

Anastasiia R. Miller

Could a Trump Account help give your child a head start on retirement? This article explains how these new 530A Accounts work, who can contribute, the unique tax and planning considerations involved, and how they compare to other ways families save for the next generation.

Five Lessons on Money From Ben Franklin

Kimberly A. Hamlin

Benjamin Franklin’s financial wisdom has stood the test of time. Discover how his timeless advice on budgeting, saving, investing, and defining “enough” can still help guide smart financial decisions more than 250 years later.

Do You Have These Four Key Legal Documents in Place?

Kimberly A. Hamlin

Do you have the right legal documents in place if you become unable to make financial or medical decisions? Learn the four essential estate planning documents every adult should have and why keeping them up to date can help protect you and your loved ones when life takes an unexpected turn.

The Power of Starting Early: Investing in Your Future

Kimberly A. Hamlin

Starting early is one of the most powerful advantages in investing. Whether you’re just earning your first paycheck or beginning to think more seriously about your financial future, small steps today can create meaningful opportunities tomorrow.

Protecting Women’s Wealth

Kimberly A. Hamlin

Women often face unique considerations when building and managing wealth. Understanding these factors can help create a more intentional and resilient financial plan.

Building a Financial Future: Investing for Your Goals

Kimberly A. Hamlin

In part two, we show that successful investing doesn’t have to be complicated. By focusing on diversification, avoiding speculation, and following a plan aligned with your goals, you can build a resilient portfolio designed for long-term success.

Building a Financial Future: Where Do You Start?

Kimberly A. Hamlin

In the first part of this two-part series, we cover three basic principles for building a strong financial future. If you’re new to investing, knowing where to begin can be the hardest part. By mastering a few foundational concepts, you can cut through the noise and take meaningful steps toward building your financial future.