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If You’ve Never Met With a Financial Planner, You May Want to Start
Personal FinancesWealth Planning

If You’ve Never Met With a Financial Planner, You May Want to Start

Working with a financial professional can help you stay on track to meet your short-term and long-term goals.

3-5 minute read
The 5 Worst Mistakes Near-Retirees Make—and How to Avoid Them
Retirement PlanningWealth Planning

The 5 Worst Mistakes Near-Retirees Make—and How to Avoid Them

The decisions you make in the years immediately before retirement can have a serious impact on your finances. Here are some of the most common missteps to avoid.

5 minute read
3 Money Moves to Make If You’re About to Get an Inheritance
Personal FinancesWealth Planning

3 Money Moves to Make If You’re About to Get an Inheritance

Inheriting money from a will can be bittersweet. Learn how to navigate the complicated issues and questions you might encounter.

5 minute read
How to Invest Money When You’re on a Tight Budget
Personal FinancesRetirement PlanningWealth Planning

How to Invest Money When You’re on a Tight Budget

Sticking to a budget, contributing to your retirement plan and tuning out market noise are all steps that add up when you’re building your nest egg.

4 minute read
What Is an IRA?
Personal FinancesRetirement PlanningWealth Planning

What Is an IRA?

Learn the definition, types and limits of individual retirement accounts.

4 minute read
4 Ways to Minimize Taxes on Your Investments
Personal FinancesRetirement PlanningWealth Planning

4 Ways to Minimize Taxes on Your Investments

Learn the steps you can take to minimize or entirely eliminate tax liabilities associated with your investments.

4 minute read
Why Financial Education Is Essential for the Aging Spouse Who Does Not Manage the Money
Personal FinancesWealth Planning

Why Financial Education Is Essential for the Aging Spouse Who Does Not Manage the Money

If the money-managing spouse begins to decline, there are proactive steps families can take to avoid a financial crisis.

3 minute read
3 Reasons Gen Z and Millennials Should Start Investing Today
Personal FinancesWealth Planning

3 Reasons Gen Z and Millennials Should Start Investing Today

With price-to-earnings ratios dropping from recent highs, new investors have a cheaper spot to enter the market.

3 minute read
3 Ways to Make Sound Investment Decisions
Personal FinancesWealth Planning

3 Ways to Make Sound Investment Decisions

When the economy is uncertain, consider these investing strategies to help you protect your assets, manage risks and grow your capital.

5 minute read
Try a Reverse Bucket List to Kick 5 Financial Habits That Are Slowing You Down
Personal FinancesWealth Planning

Try a Reverse Bucket List to Kick 5 Financial Habits That Are Slowing You Down

Money stress can prevent you from fully embracing the milestones in your life, but good financial habits can free you up to enjoy the experiences that truly matter to you.

5 minute read
Estate Planning: 11 Strategies to Discuss With Your Financial Advisor
Personal FinancesWealth Planning

Estate Planning: 11 Strategies to Discuss With Your Financial Advisor

No matter the value of your assets, formalizing an estate plan can help your loved ones avoid probate and ensure your end-of-life wishes are followed properly.

5 minute read
Saving Beyond a 529 Plan: Other Options for Parents
Personal FinancesWealth Planning

Saving Beyond a 529 Plan: Other Options for Parents

There are several account types to consider when deciding how to provide for the next generation of your family.

5 minute read

Please note that any opinions or posts expressed in these articles do not necessarily reflect the opinions of Byline Bank.