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5 Financial Literacy Fundamentals You Need to Make Informed Decisions Thumbnail

5 Financial Literacy Fundamentals You Need to Make Informed Decisions

Do you know the 5 Financial Literacy Fundamentals you need to make informed decisions? Because of how directly each piece of financial literacy knowledge informs strategy, an understanding of these concepts will directly impact your ability (and your children’s ability) to pass wealth on. The more financial smarts you have, the more capable you will be in forming a strategy for building and maintaining your wealth.

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8 Steps for Passing Your Wealth, Values, and Financial Smarts to the Next Generation Thumbnail

8 Steps for Passing Your Wealth, Values, and Financial Smarts to the Next Generation

One day, our children Anna and Will marched up with a jar of coins and announced, “We’re saving for a dirt bike.” But then Anna said something that made our jaws drop even further. “We’re doing this together, but next year, I need to start saving up my own money for college.” That’s what every parent wants, isn’t it—moments that indicate our children are internalizing solid financial values? If you want to feel optimism about passing on your wealth, values, and financial smarts to your children, here are eight steps you can take to undertake that process.

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How to Stress Test Your Finances Thumbnail

How to Stress Test Your Finances

Your financial picture is going to constantly change throughout your life. Your needs will change; your goals will change. As it does, you’re going to want to check your financial plan to make sure you’re still on track. Do you know the four primary areas that you should pay attention to during your stress test?

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