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Financial Literacy for Children

Submitted by Collins & Guilford Wealth Advisors, LLC on October 15th, 2018

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

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Time to Create a Budget

Submitted by Collins & Guilford Wealth Advisors, LLC on September 11th, 2018

At the end of the month, do you often find yourself with a lot less money than you expected?  Do you have a hard time determining exactly what you spent your money on? Do you feel that you should have more to show for your hard work than you currently do? Are you and your spouse or partner always fighting about money?

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First Time Homebuyer Tips

Submitted by Collins & Guilford Wealth Advisors, LLC on August 23rd, 2018

Of all the things you’ll purchase in your lifetime, it’s likely that your home will be the largest, most expensive purchase you will ever make. While homes vary widely in price throughout the U.S., the median price of a home today is close to $300,000.

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Top 10 Financial Terms

Submitted by Collins & Guilford Wealth Advisors, LLC on August 8th, 2018

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

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Tax Planning Basics

Submitted by Collins & Guilford Wealth Advisors, LLC on May 17th, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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Saving for Your Child's School

Submitted by Collins & Guilford Wealth Advisors, LLC on May 1st, 2018

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.

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Do Spouses Need the Same Amount of Life Insurance?

Submitted by Collins & Guilford Wealth Advisors, LLC on April 24th, 2018

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Collins & Guilford Wealth Advisors, LLC on April 17th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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Pay Yourself First - The Holy Grail of Personal Finance

Submitted by Collins & Guilford Wealth Advisors, LLC on April 10th, 2018

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

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Financial Planning for Newlyweds

Submitted by Collins & Guilford Wealth Advisors, LLC on March 6th, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

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