7 Steps to a Foolproof Financial Plan
A foolproof financial plan is one that you can stick to, that you can execute, consistently over time – even through challenging times or unexpected setbacks. This is what to…
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3 Advanced Techniques to Elevate Your Financial Strategy
A lot of general money advice focuses on the fundamentals. There’s no shortage of tips out there that promise to teach you how to save, budget, spend less, and maybe…
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How to Use Your 401(k) to Retire Early
Because of the rules and requirements around 401(k)s, most people don’t think of this retirement plan as a useful tool when they’re on a mission to retire early. But failing…
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Feel Financially Stuck? Here’s Why—and How to Move Forward
As financial planners, we hear all sorts of reasons about why people’s finances are the way they are… especially when they seem financially stuck. People always have a reason, an…
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Financial Planning To-Dos for Expecting Parents
Having a baby or adding more children to the family is a big decision – and there are some major financial implications to this life milestone. Consider taking care of…
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Life After Debt: What’s Next After Debt Freedom
One core tenant of building wealth is to gain control over your cash flow. By keeping your expenses in check while growing your income, you create financial power—because that gap…
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Build an Emergency Fund: 5 Questions to Consider As...
To build an emergency fund sounds simple when you first think about it: An emergency fund is nothing more than money you set aside for a rainy day. The intention…
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Leasing vs Buying a New Car: Which Option Is...
If you need to buy a new car, you might wonder about the financially optimal way to go: is leasing vs buying a new car better? In the past, the…
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What Is a Beneficiary—and Who’s Listed on Your Investment Accounts?
When you opened your first retirement account, you probably didn’t lose sleep over understanding what is a beneficiary, or who you should name when you filled out that account application….
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