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How to Budget
Your March 2015 Financial To-Dos

Celebrate the beginning of spring by using these five tasks to refresh and reorganize your financial life.

Investing
February Financial Check-In: What You Should Know About Your Money This Month

Catch up on your money know-how—from why you should be gunning for even small salary hikes to what's really going on with Greece's economy.

Retirement
Why Boomers Are Surprisingly Confident About Retirement

In a poll, 75% of new retirees say they're not concerned about meeting their money needs. What can we learn from their readiness?

How to Budget
Charitable Giving Spikes: Why Americans Donated More in 2014

Last year, charitable gifts jumped to a record $456.7 billion—up 9% from 2013. So why do experts forecast a big dip this year?

How to Budget
Your February 2015 Financial To-Dos

Tackle these five simple tasks to stay on track with your 2015 money goals.

Top Money Mistakes To Avoid

Retirement
10 Retirement Myths That Can Wreak Havoc on Your Nest Egg

There are too many mistaken beliefs floating around about the “R” word. Here's the truth about saving for retirement.

Saving
9 Mistakes Not to Make With 529 Savings Plans

Need to save for college, but not quite sure how? These pitfalls should be on your radar.

Loans & Mortgages
7 Top Mortgage-Shopping Mistakes to Avoid

A home is probably the biggest purchase you will ever make. Be sure not to trip over these mortgage-shopping pitfalls.

Things You're Embarrassed To Ask

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Checklists

Taxes
Checklist: 5 Top Year-End Tax Moves to Make—Today

From making an added mortgage payment to using up flex spending, there's still time to ease your tax burden—if you act fast.

Health
Health Insurance Checklist: 12 Coverage Terms Everyone Should Know

Insurance lingo got your head spinning? We define the need-to-know vocab that will help you get through open enrollment season.

Home
Checklist: I’m Ready for a Home! 9 Steps to Stress-Free Home-Buying

Homeownership tops many a lifetime to-do list—and many a financial fear list. Prime yourself for the big purchase with this guide.

How to Budget
Checklist: I Want to Start Building Good Financial Habits

Adopting these eight savvy money strategies—like paying yourself first—can help put you on the path to a firm financial future.

Kids
Checklist: I Want to Financially Prepare for a New Baby

Sleep isn't the only thing that takes a hit when you have an infant. But these to-dos can prep your finances before baby arrives.

Insurance
Checklist: 5 Things to School Yourself On Before You Shop for Life Insurance

For many, it's up there with doing taxes. But getting a policy really isn't that onerous—especially if you review these to-dos.

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