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Doing our part to promote financial literacy

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A lack of basic understanding has amounted to poor stewardship of personal finances in the U.S.

As financial planners, we have witnessed Americans living under the weight of poor financial decisions made in large part to a lack of basic understanding of personal financial planning. The evidence is everywhere: the friend shamefully buried in credit card debt, the couple approaching retirement w

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Doing our part to promote financial literacy

A lack of basic understanding has amounted to poor stewardship of personal finances in the U.S.

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