Content Tagged Financial Planning

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Kids Flown the Coop? 10 Not-So-Obvious Money Tips for Empty Nesters

Think beyond the man cave or craft room haven. An empty nest offers a variety of opportunities to fine-tune your finances.
3 min read
Invest

The Sandwich Generation & Balancing Competing Financial Priorities

Almost half of adults are caring for kids or parents while saving for retirement. Is there a key to balancing it all, while not putting their current financial and future retirement plans at risk?
3 min read
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Long-Term Care

Five questions you should consider and understand before you commit to a plan.
3 min read
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Understanding the Value of Working With a PNCI Financial Advisor

People often talk about creating a financial plan. But just what is financial planning? And is there any real benefit to an individual investor? Watch this video to get a closer look at how working with a financial advisor might help you come out ahead.
3:10 min video
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5 Reasons to Review Your Overall Financial Situation Annually

We engage in yearly checkups for our health, vehicles and more. But do your finances receive the same attention?
3 min read
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It’s Not Too Late to Help Set Yourself Up for Success in 2019

Check these six quick financial tasks off your annual to-do list now and remain on track towards achieving your short- and long-term goals.
2 min read
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5 Key Considerations When Reviewing Your Current & Future Insurance Needs

Could you be doing more to protect your family and your future?
2 min read
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Thoughts About Money Mastery and Women

Being an independent woman means being in charge of your finances, too. Get tips from Patrice Washington on how to get started.
3:26 min video
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Does Time Really Equal Money?

Learn how the human mind perceives both time and money and why we have so much difficulty saving for the future.
3:15 min video
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Talking Money with Your Honey

No one likes discussing finances. But knowing how to do it effectively can help you and your partner achieve more in your relationship.
2:16 min video
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4 Steps to Balancing Retirement & Education Funding Goals

How to balance saving and investing for college and retirement.
2 min read
Invest

Help Achieve Your Investment Goals with a Managed Account

Learn about the benefits of using a managed account in your investments.
2 min read