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Latest Blogs From FORUM

Rethinking Financial Risk

Financial risk isn't something to avoid entirely; it's a tool for building wealth. Learn why playing it too safe can cost you, how your time horizon affects the amount of risk you can take, how to tell good financial risks from bad ones, and simple steps cautious savers can take to start investing with confidence.

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Spend Smarter on Black Friday and Cyber Monday

Black Friday and Cyber Monday deals pay off only when you shop with a plan. Set a budget, stick to your list, research prices, use BNPL and rewards carefully, watch for scams, and pause before you buy.

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How to Spot and Avoid Frauds and Scams

Scams are becoming harder to spot, showing up through phone calls, texts, emails, social media, and QR codes. Learn the most common scams, the warning signs to watch for, how to use a simple Stop. Verify. Protect. approach with suspicious messages, and what steps to take right away if you think you have been scammed.

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Solo Aging: How to Plan for a Secure Future

Solo aging planning can help adults prepare for aging alone by strengthening finances, documenting legal and healthcare wishes, exploring housing and everyday care options, planning for emergencies, and building a dependable support network.

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Build Your Financial Dream Team

In team sports, having great teammates is the key to winning. This is also true if you want to win financially. We all need different teammates at different times in our life to help us with decisions or provide knowledge that we don’t possess. Relying only on friends or the latest social media hype is often not a winning strategy. Your team needs a mix of individuals who have different skill sets to help you navigate your financial life.

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When It Makes Sense to Break a Financial Rule

We hear financial rules all the time: save six months of expenses, put 20 percent down on a house, pay off every debt before investing. But are those rules always right for everyone? Does it ever make sense to break a financial rule?

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