Trustee vs. beneficiary: What’s the difference?
In a trust, a trustee and a beneficiary can be the same person, but they have different legal roles, rights, and responsibilities
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What is an individual retirement account (IRA)?
And how does it work?
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How to protect loved ones financially if disaster strikes
Natural disasters are happening at alarming rates. Here’s what you need to know
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How much money should I save monthly?
Learn the answer to this key personal finance question
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How to invest for the social good
How to make sure your money aligns with your values
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What is ESG investing, and is it right for you?
Learn about investing in companies based on environmental, social, and corporate governance, and whether that strategy makes sense for your needs.
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How to plan for retirement in your 30s
Learn the essentials of planning for retirement in your 30s, from setting goals and saving strategies to investing and considering life insurance
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A parent’s guide to choosing a guardian for your child
Consider these tips from legal experts when selecting your child’s guardian and use this flowchart to bring up questions to ask when making your decision.
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How to save money for retirement
Whether you’re just starting out or an experienced saver, new to the workforce or nearing retirement, here’s what you need to know
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What to do if you’re laid off
How to budget and plan for the time between jobs
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