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Weekend Reads: Year-end financial planning, choosing a second career, and more…

By: Kimberly Lankford

October 3, 2019

It’s time for year-end financial planning

Solid advice from a Certified Financial Planner in Forbes about steps you can take in the last few months of the year to make the most of tax and other financial benefits for 2019.

The secret sauce when choosing a second act career

Advice from a global leadership professor about what makes a fulfilling second act career after retirement.

Morningstar’s 2019 rankings of 11 top HSA providers

Morningstar does the best analysis of HSA providers, assessing the accounts based on investing options, interest rates and fees. If you have a high-deductible health insurance policy but your employer doesn’t offer an HSA, this list is a great resource to help you choose an HSA provider.

How to apply for financial aid

Families of students who will be attending college in the 2020–21 academic year can file their federal financial aid applications as early as October 1 — and the earlier the better because aid can run out. Financial aid expert Brian Boswell explains how to fill out the form, what information you need, what happens after you file, and why it’s important to apply for aid even if you don’t think you’d qualify.

Bit by bit, socially conscious investors are influencing 401(k)s

More employers are starting to offer socially conscious funds as investing options in their 401(k)s, sometimes even as target-date funds. These new funds, which often screen for environmental, social and governance factors (ESG investing), tend to be broader and better-performing than past versions of socially conscious funds.

Not what you think: Millennials and fraud

People tend to think of older adults as the most common victims of scams, but a study by the Federal Trade Commission found that Millennials are 25% more likely than people 40+ to report losing money to fraud. Good information from the FTC that can help people of all ages avoid scams.

Trying to shop for medical care? Good luck with that

Fascinating article in the Los Angeles Times about how much money people can save by shopping around for medical services — and how difficult it can be to get the information from providers.

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