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Blog

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Shikha Mittra | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Shikha Mittra | Aug 30, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Shikha Mittra | Aug 15, 2022

The Very High Cost of Waiting to Save for Retirement

 
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Shikha Mittra | Aug 15, 2022

8 Tips for Finding Balance Between Work and Life

 
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fair lights in hands
Shikha Mittra | Aug 15, 2022

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Shikha Mittra | Aug 9, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Shikha Mittra | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Shikha Mittra | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Shikha Mittra | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Shikha Mittra | Jul 12, 2022

The Seven Deadly Sins of Personal Finances

Finance
Premium
Much is written on the “biggest financial mistakes” that people make with helpful tips for avoiding them. We’re used to seeing many common examples of how
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Mother and child working on a laptop together
Shikha Mittra | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Shikha Mittra | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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