Got a Cash Windfall? Take These Steps So You...
Who doesn’t love the idea of suddenly, unexpectedly coming into a lot of cash? Although this idea of a cash windfall sounds great in theory, the reality isn’t always quite…
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3 Ways to Use a Personal Finance System to...
Part of the value of building out a complete financial plan for yourself is that in doing so, you create a process for moving from where you are right now…
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How We Balance Frugality with the Reality of YOLO...
I have to be honest with you: I can’t help but cringe when I see so-called “financial advice” that is focused exclusively around crazy ways to go great lengths to…
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How Much House Equity Are You REALLY Building?
One of the big arguments for home ownership or buying a house goes something like this: “When you rent, you’re just throwing money away because you’re not building house equity….
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Financial Advisor Vs Planner: What’s the Difference?
“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why…
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Fund Your Financial Goals with This Easy Strategy
One of our biggest financial goals over the last 18 months was to save up and pay for our own wedding. Over the last year and a half, we saved…
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Financial Planning for Retirement Is an Important Thing, But...
What do you think of when you hear “financial planning?” If the answer revolves around financial planning for retirement, you’re not wrong… but it might also be an incomplete picture…
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The #1 Sign You’re Not Good with Money
There’s one sure way I can tell when someone is not good with money, even when they feel like they’re really nailing it. It’s not having lots of student loans…
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5 Money Mistakes I See People Make (That Are...
Working with a financial planner is not always about what I actively do for my clients. Sometimes, it’s about what I stop them from doing. ANd, that can be even more…
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