“It’s irresponsible to use math alone to build a financial plan,” says the Certified Financial Planner with a bachelor’s degree in finance and accounting from the number-one entrepreneurship college in…
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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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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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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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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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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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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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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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Are you financially preparing for kids? Starting a family is a big decision – financially and otherwise. There’s a lot to consider when it’s time to make this choice. As…
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