What is an Expense Ratio? Part 2

The components of a fund's expense ratio explained in detail. In short it goes to the fund's management, advertising cost, and company 'slush fund'.

Financial Literacy, Personal Finance

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What is an Expense Ratio? Part 1

Expense ratio is one of those cryptic financial terms that has a dramatic impact on the performance of your mutual fund or exchange traded fund (ETF). And if you invest in mutual funds or ETFs, ...

Financial Literacy, Personal Finance

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  • April 11, 2017
  • by Emily

Balancing Debt Repayment with Savings

You may ask yourself, should I pay off debt or save the money? We've listed a few key things to consider as you are balancing how much to devote to each financial priority.

Personal Finance

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What to Do with Your 401(k) When You Change Jobs

Congrats on your new job! While you’re saying goodbye to your old co-workers and preparing to take on new responsibilities and learn a different office culture, you should also think about what will become of ...

Personal Finance

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The Golden Rule: Keep Your Investment Costs Low

Want a bigger slice of the pie? If you desire financial independence, remember to keep your investment costs low because you put yourself in position to lose less money. And likewise, you’re in better position ...

Financial Literacy

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  • March 24, 2017
  • by Emily

Buy the Right Life Insurance

Buying life insurance is an exercise in thinking about the facts of life we’d rather not ponder. Included is an in depth example of what a family could do to make sure they are protected. ...

Family and Finances, Risk Reduction

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The Eighth Wonder of the World - Compounding

If you understand compounding—the idea that interest grows on interest—you probably already know more about money and how to build wealth than 90% of the population. And you will have at your disposal a weapons-grade ...

Financial Literacy

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  • March 10, 2017
  • by Emily

Estate Planning Basics for Couples

Getting your affairs in order while you are still healthy and seemingly immortal is a sign of how much you love your significant other. You are making sure that even if you are not around, ...

Family and Finances

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The Time Value of Money

How well do you think you know money? Money in hand is great, but at what point is it smarter to defer and receive a larger amount in the future? Here's a challenge for you...

Financial Literacy, Personal Finance

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