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You learn many important things in high school, but, unfortunately, financial advice isn't usually one of them. Here are 6 money lessons, we wish that we had learned.

Basic Money Lessons We All Wish We Learned in High School Growing up, it’s not common that we’re taught practical financial lessons in school. While geometry is usually on the curriculum, everyday skills like

Although they have vast wealth, they may not be worrying about meeting basic needs. Here are 6 potential problems for the UHNWI that concern them.

The 6 Biggest Threats Facing High Net Worth Families Today Ultra-high-net-worth individuals (UHNWI) are people who have at least $30 million in assets. In recent years, the pool of people meeting those standar

Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.

What is the Fiduciary Rule and Why You Should Care When you’re deciding on a financial advisor to guide you on decisions regarding retirement, investments, life insurance, estate planning and the like,

Not sharing what you need to with your financial advisor could result in problems with your financial future. Be sure you're disclosing these top 5 things.

Top 5 Things You Should Always Share With Your Financial Advisor Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing wit

Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.

6 Ways to Overcome Market Psychology: The Right Mindset Matters Market psychology is the reaction to investing. Overcoming market psychology is not easy but learning how the market works can reduce the number of su

Did you know that your homeowners insurance may not cover everything in your home? Find out where you may have a gap in coverage, and what you should be doing right now to keep your valuables covered and protected.

A Guide to Insuring Valuables in Your Home Your home is filled with items that hold both sentimental and monetary value. From treasured family photos to a favorite chair, these are the items th

Continue to invest in yourself and in your future with these four money strategies that could yield long-term pay off.

Are You Finally Financially Stable? Here's 4 Things You Should Do With Your Money Right Away Now that you’ve been working in your career for a few years and paying down your personal debt, making the most of the money you have at the end of th

Retirement changes everything. Has your money mentality changed with it?

Changing Your Money Mentality in Retirement Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living,

Ensure you're taking on remodeling projects that will add value to your home by taking into account these 5 critical considerations.

5 Financial Tips for Renovating Your Retirement Home Whether you’re nearing retirement or already enjoying your post-workdays, you may be thinking about upgrading your home. In fact, there are many reaso

Before you turn in your two-weeks notice, consider the different ways you can make your life a bit easier before you officially start your new and exciting chapter.

How to Simplify Your Financial Life Before Retirement We spend practically all our lives preparing for our retirement, but when the time comes, the nagging concern and worry doesn’t necessarily disappear.

Being your own boss comes with countless benefits, including choosing your ideal retirement plan. If you’re self-employed, here are 6 ways you can save for your golden years.

Retirement Plan Options for the Self-Employed Whether you’re a freelancer or an entrepreneur, being your own boss has many perks. You can set your own schedule, prioritize the projects that mean t

Annuities can bring you guaranteed income in retirement - but should you wait until retirement age to purchase one?

Timing Is Everything: When's the Right Time to Buy an Annuity? Not much in life comes with a guarantee - annuities are an exception. These insurance contracts will guarantee you a fixed income stream in retirement

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

[Video] When Should You Claim Social Security? Deciding when to receive Social Security benefits will depend on your personal financial circumstances. For the best guidance, work with your financia

Are you and your spouse prepared for retirement? There are 6 things you should consider together before leaving work for good.

[Infographic] Are You Retiring Together as a Couple? 6 Important Considerations To Make This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the pu

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years. Saving money is important, an

Get ready to build your estate strategy, starting with a will. We’ll cover why having a will is so important, and what you can do to make sure your family is taken care of after you’re gone.

Estate Planning: Wills and Probate While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may preven

Is your home the right size for your retirement? The perfect fit can do wonders for your next chapter.

[Video] Rightsizing for Retirement The perfect fit is essential when it comes to your home. After all, your home is not only your castle but a major investment. But what about when you’

Most people don’t think about insurance as being an integral part of a financial plan. This article details the type of insurance that will make sure you’re covered, no matter what life throws at you. Read more:

Risk Management: Property, Casualty, Life, Disability, and Extended Care Insurance When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contribut

Throughout the pandemic, we spent more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits Smartphone usage increased dramatically during pandemic as more people lost their jobs, were furloughed or adhering to stay-at-home orders. While sma

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Understanding (and Avoiding) the "Money Illusion" It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role

Try this strategy to handle income inequality and avoid money conflicts.

My Partner Makes More Money Than Me. What Do We Do? Whether you are newlyweds or you’ve been together for decades, money and how it’s handled can often play an important role in your overall happiness a

Shave off those extra expenses that you actually can live without with these 5 tips.

Easy Ways to Cut Unnecessary Expenses and Bills Nearly everyone agrees that saving money is a good thing. One might argue that being a spendthrift is one way the rich stay rich. However, most of us

January is Financial Wellness Month, a time to check-in with your financial strategy.

What Does Financial Wellness Mean to You? January Is National Financial Wellness Month January is Financial Wellness Month, a time to remind people to plan and update their financial strategy

Consider yourself a golf guru? Take a look at our top six insider secrets to help you ace your next game on the world's best courses.

Insider Secrets From the World's Top Golf Courses So you've decided to step off of your hometown green and venture out to play a round of golf at a top-rated course. Regardless of which course you've

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

[Video] Behavioral Finance Financial concerns can be stressful. Take a look at this video for some best practices when it comes to your financial strategy. An amusing and whimsi

Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and confusing. Check out the facts before automatically assuming you'll only receive low-quality or expensive coverage.

What Will a Pre-Existing Medical Condition Mean for Your Life Insurance There are a lot of misconceptions when it comes to how a pre-existing medical condition will affect a life insurance premium. Some people may hear adv

As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.

6 Signs Your Elderly Parents May Need Help With Their Finances As our parents age, they become more susceptible to ailments and diseases that can impair both their cognitive abilities and motor function. As everyd

Keeping your finances on track while running your own business is crucial to success. These eight tips can ensure that you rock your finances and have one less thing to worry about.

8 Tips to Rocking Your Finances While Self-Employed Being self-employed can be a challenge, especially when starting out. One of the best things you can you is determine how to rock your finances and ke

When deciding which types of investments you’re interested in pursuing, consider some of this helpful information you can use to better understand evidence-based investing and how it differs from other types of investment styles.

Evidence-Based Investing: What Is It? Some avid investors will say that there’s an art and a science to investing. But when it comes to choosing an investment style that works for you and