Navigating the Stock Market: 2026 Mid-Year Review
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SquareOne: Financial Foundations
Build a stronger understanding of personal finance through an educational series that covers foundational topics such as saving, debt management, insurance, retirement planning, taxes, and other core financial concepts.
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Our Publications
J.K. Lasser’s New Rules for Estate and Tax Planning (7th Edition)
Written by Stewart H. Welch III, 2026
100 TIPS for Creating a Champagne Retirement on a Shoestring Budget
Written By Stewart H. Welch III, 2017
THINK Like a Self-Made Millionaire: 10 Secrets to Success (Get Rich on Purpose®)
Written by Stewart H. Welch III, 2016
The Idiot’s Guide to Getting Rich (3rd Edition)
Written by Stewart H. Welch III and Larry Waschka, 2006
10 Minute Guide to Personal Finance for Newlyweds
Written by Stewart H. Welch III, 1996