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Tips for Frustrated Home Buyers

Summer often brings transitions. In between school years, families relocate, or consider looking for a different house. First-time buyers hit the streets, too. If you’re among those dipping your toe in the market, you might be noticing how frustrating it is: There’s a housing shortage.

5 Elements of a Well-Crafted Estate Plan

Soon after your son or daughter tosses a graduation cap into the air, it may be time to sit down for a slightly uncomfortable conversation about your estate plan. When your child was a minor, your plan named a guardian and provided for assets to support your children in case you were gone.

What Not To Do When You Inherit Money

If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much.

Make a Plan to Get Financially Fit

Much like staying healthy, financial fitness is a long-term goal. This often means implementing reasonable changes that match your lifestyle and work with your habits. While some changes are straightforward, such as periodically rebalancing your 401(k) account, others can take time.

“Stretched Worriers” Feel Financially Trapped

When looking to improve your financial situation, you often hear about the value of saving more and spending less. While that advice is useful for many, what about the individuals whose budget is stretched to its limit? When tightening your belt is not an option, less conventional steps must be taken to improve your financial situation.

Slow and Steady “Confident Savers” Win the Race

You don’t have to be a millionaire to have a strong retirement plan. Starting early, saving regularly, valuing savings, and meeting with a financial planner have helped many Americans become confident in their future.

“Tentative Savers” Feeling the Squeeze of Competing Financial Obligations

If you’re part of Middle America, it’s likely you have some worries regarding your finances. Though it may seem like saving for retirement is an impossible task, there are steps you can take to gain more control over your future and relive your stress.

"Concerned Strivers” Have Higher Incomes, Find Saving Hard

A recent survey released by CFP Board identified the saving habits of 1,000 working Americans over 25 years old and determined there are four demographics of Americans and their saving patterns.

New Survey Shows Americans Trying to Save; Positive Yet Uncertain About Their Finances

While our economy has come a long way since the recession, most Americans are still facing significant pressures when it comes to saving money. This month on LetsMakeaPlan.org, a recent CFP Board survey discusses American’s saving styles. Notable findings include:

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