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Raising Smart Savers: Teaching Kids the Value of Money

April is Financial Literacy Month, making it the perfect time to teach kids about one of the most fundamental money skills: saving. For parents looking to instill smart money habits early, a simple piggy bank can be a powerful tool. Not only does it make saving tangible, but it also

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Case Studies

To Catch a Thief

Many Americans have taken steps in recent years to protect their identity. According to a recent report, total dollars lost due to identity theft in 2023 was nearly $23 billion. If you haven’t taken measures to protect yourself, it may be a good idea to consider your options.1 Identity theft

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Education

What Can You Buy With 529 Distributions?

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not just for college anymore – added to the tuition eligibility are K-12, private and religious schools. These funds can also be used for four and

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