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It’s a situation many people face sooner or later. You hit a financial rough patch, and you reach out to a family member or friend for a loan, or you’re on the receiving end of that request from a loved one.

If you’ve been a borrower or a lender, you know firsthand that lending money...

This time of year, many parents and grandparents are considering giving their children and/or grandchildren a financial gift. Whether it’s cash or a contribution to a 529 plan or a security in a brokerage account, financial gifts provide a unique opportunity to engage and educate the recipient...

Each year you make hundreds, if not thousands, of choices with your money. And with each choice, you are directly and indirectly making a statement about what matters most to you.

When you choose a method of transportation, frequent a local farmer’s market, donate money to a charity, or...