What comes up for you when you hear the word “money?” I’d be willing to bet the first things that come to mind aren’t numbers and figures, stock symbols, spreadsheets,…
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The 5 Fundamental Rules of Personal Finance
The 5-Piece Framework You Need to Better Manage Your Personal Finances
Figuring out how to manage your personal finances is never easy. Most of us don’t have formal education experience in “money.” Even having a college degree in something like business…
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The Hidden Force That Can Transform the Results You Get from Financial Planning
What comes to mind when you think of a coach? Most of us think of sports, either ones we played or ones we love to watch. We think of personal…
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Spend Better: 5 Ways to Be Smarter About How You Use Your Money
The majority of personal finance advice can be boiled down to some simple rules. The biggest two? Spend less. Save more. This is good advice, and certainly part of the…
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Money Buys Happiness – and 5 Other Unconventional Financial Truths
After over 20 years in the financial industry, I’ve learned a lot about many technical aspects of money management and building wealth. I’ve also learned that those strategies and tactics will only…
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The 7 Fundamentals of Money
What are the fundamentals of money? What are the primary sources of financial success – the actions, the habits, the knowledge, the strategies that take you from where you are…
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How to Become Rich: The Actions (and 3 Unexpected Habits) to Get There
You might think that learing how to become rich isn’t something you can learn at all. If you’re wondering how to become rich, you might think it’s all down 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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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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