Question & Answer
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Should I save for my child’s education if someone else (such as their grandparents) told me they plan to cover the cost?
Short answer: Yes. Save and save on a regular basis.
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What do you think about (insert miscellaneous financial advice) from my dad/friend/influencer/ television personality/ stranger?
Short answer: It depends.
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What does a financial advisor do?
Short answer: A financial advisor helps clients achieve financial goals.
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How do I set better financial goals?
Short answer: Focus on the 3 S’s in SucceSS: schedule, start, simplify.
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What is the best way for newlyweds to manage bank accounts as they transition into married life?
Short answer: The most appropriate approach for managing bank finances varies from couple to couple.
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What can I do with unused 529 money?
Short answer: There are currently four options for unused 529 assets: retain, shift, extend, or withdraw.