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Financial planning

Few people of color in the financial services industry, studies find

by David Brancaccio , Chris Farrell and Erika Soderstrom
Jan 3, 2022
You won’t find many people of color in the worlds of asset management and financial planning, according to data from the Knight Foundation.
There's only a small percentage of people of color doing asset management and financial planning, according to data.
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The child tax credit is a first shot at stability for some families

by Caroline Champlin
Jul 13, 2021
The monthly payments can lead to small changes that have long-term effects, experts say.
The upcoming child tax credit payments could give some families a chance to invest in their kids' futures.
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COVID-19

People adopted better financial habits during the pandemic

by Mitchell Hartman
Jun 22, 2021
Two recent surveys show a trend toward increased financial discipline.
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Check Your Balance ™️

Stop using credit cards, save more for retirement, and other 2020 financial resolutions

by Samantha Fields
Jan 24, 2020
We asked, you answered. Six people share their financial resolutions for the new year.
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Check Your Balance ™️

How to make financial New Year’s resolutions that stick

by Samantha Fields
Dec 31, 2019
Financial planners give their best advice for setting and achieving realistic goals.
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Talk of recession has people putting off certain life milestones

by Katherine Wiles and Bennett Purser
Sep 4, 2019
The fear of an impending recession has people making different financial decisions.
A possible recession is causing people to put off certain milestones, including having a baby.
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Graduating into the Economy

The do's and don'ts of saving money

by Molly Wood and Paulina Velasco
Jun 9, 2017
Also, how can you plan for your dream home?
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Younger investors prefer computers to human advisors

by Kimberly Adams
Mar 7, 2016
The rise of automated investment options is challenging traditional planners.
When it comes to investing and saving money, more and more millennials are turning to the wisdom of the crowd.
Tristan Fewings/Getty Images for SunLife
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What happens when two bank accounts get married

by Eliza Mills
Apr 10, 2015
A couple discusses their financial approach to tying the knot.
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Your Wallet: Cheating and money

by Josh Woo
Feb 6, 2015
Cheating in the financial world evokes reminders of big banks and insider trading — an image of the big company taking advantage of the little guy. One little guy wrote to tell us how he tries to turn the tables on the big companies on a much smaller scale. Chris Norrdin of Carlsbad, Calif., a retired […]
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