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January 2026
July 2025
- Are You Ready to Buy a Home?
- Six Tips for Budget-Friendly Back-to-School Shopping
- Tip of the Month: Know How Much You Need
- Tip of the Month: See if You’re on Track
- Six Holiday Budgeting Tips
- Beneficiaries: Have a Plan for Your Assets
- Tip of the Month: Savings and Spending Check Up
- Retirement Planning: Pre-Tax 401(k)s vs. Roth 401(k)s
June 2025
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Tip of the Month: Have a Will
Posted: April 17, 2026
Through a will, you can specify what happens to your assets, appoint someone to execute your estate, and name a guardian for any children who depend on you. A proper will can help your loved ones avoid confusion, conflict, delays, and uncertainty regarding your wishes.
While there are do-it-yourself tools available online, you may want to consider enlisting the help of a legal professional, especially if you have a complex situation or large estate.
Educational use only.