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Financial education to help you gain knowledge and confidence for your financial decisions


What Do Financial Advisors Actually Do?

BY Pam Krueger

May 09, 2017 - If you've ever thought about asking for help with your finances—maybe trying to roll over your 401k without getting dinged by tax penalties or making…

It’s Not the Fiduciary Rule – It’s the Fiduciary Standard that Matters

BY Pam Krueger

March 31, 2017 - The Department of Labor’s Fiduciary rule started making headlines the day it was finalized in April 2016. It was the first time that many Americans…

Are you still using your Ex’s financial advisor?

BY Pam Krueger

March 05, 2017 - Three Reasons You Might want to Change that... Back in the “old days,” women tended to be financially dependent on their husbands and thus were often…

3 smart strategies to make the most of market volatility

BY Adam Harding, CFP®

January 28, 2017 - Amid today’s increased market volatility, economic uncertainty and geopolitical unrest, it is wise to know how to react when your investment plan…

Don't Panic If This Happens

BY Michael Zhuang

January 22, 2017 - Since the election, the US stock market has been breaking new highs, encouraged by the prospect of lower taxes and higher growth. However I believe …

I’m excited to bring my brand new one-hour special, MoneyTrack, Money for Life, to PBS stations

BY Pam Krueger

November 22, 2016 - On the show, my co-host Jack Gallagher and I tear back the curtain on Wall Street by spotlighting the newest technology that's available to help…