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Is the financial advice you’re getting a trick or treat?

Cypress Partners, Ria, Founding Partner, and Pete Woodring •
Kiplinger

Over the last decade, investors have grown savvier, more sophisticated and more self-aware. Increasingly, they are rejecting the product-centric, obscure, sales-focused approach of brokerage firms in favor of the client-centric and transparent advice model of independent financial advisers. Not willing to sit by and watch trillions of dollars of assets walk out their doors, the

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How often does your credit score change?

John Ulzheimer •
The Simple Dollar

If you routinely check your credit reports for changes, then kudos on developing a great habit. Keeping a close eye on your credit reports is a great way to ensure the information is accurate and that you haven’t become the victim of identity theft. And if you check your reports often from any of a

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8 financial decisions you’ll never regret

Wisebread.com and Dan Rafter •
Kiplinger

A new year is here. And even if you’ve already broken the resolutions you made at the end of the holiday season, it’s never too late to make new ones, especially when it comes to your finances. Here are eight financial decisions you can make now that you’ll never regret. Make the moves on this

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4 ways to teach children about money

RFC, Eric Mattinson, Investment Adviser Representative, and Semmax Financial Group Inc. •
Kiplinger

A bit of inspired forward thinking by my grandfather sparked my interest in the financial services field and stayed with me into adulthood, even leading to a career. He gave me my first subscription to Kiplinger’s Personal Finance magazine when I was a boy. He also bought mutual funds for my brother and me, figuring

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