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Articles

Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Nicole Cole | May 25, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Nicole Cole | May 25, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A row of houses along a canal
Nicole Cole | May 25, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Parent reading a book to their newborn child
Nicole Cole | May 25, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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401k financial planning setup with money and pen
Nicole Cole | May 25, 2023

Choosing Between a 401(k) and IRA in 2026

Investments
401(k) vs. IRA in 2026: Get updated contribution limits, SECURE 2.0 Roth catch-up changes, and a clear comparison to choose the right retirement strategy. 
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Businesswoman looking at her phone
Nicole Cole | May 25, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man sitting at a long table in front of a window. He is looking at his phone.
Nicole Cole | May 25, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Toddler standing at the bottom of a stone staircase
Nicole Cole | May 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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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.
Nicole Cole | May 25, 2023

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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Nicole Cole | May 25, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Nicole Cole | May 25, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Married couple a bench staring at ocean.
Nicole Cole | May 25, 2023

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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