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Financial Planning: Why it matters and how to get started
Financial planning is all about setting goals and making a plan to achieve them. Whether you're saving for a new phone, a new car, or a...
Protecting Your Finances: The importance of insurance, such as health and car insurance
Insurance can help you pay for unexpected expenses, such as a trip to the hospital or a car accident. From ...
What Is Financial Infidelity?
Being transparent about money matters is critical in partnerships and marriage. Here’s how to spot financial infidelity — and rectify it....
Why Most Financial Plans Fail
While we can hypothesize a number of singular reasons why most financial plans fail, it’s actually a confluence of (at least) four...
Building your portfolio
Follow these 3 steps to determine your investment portfolio objective, and from there, we can help you build a personalized investment...
You Can’t Get Rich by Spending More Than You Earn
One of the most basic principles of sound money is to spend less than you earn. If you do this, you’ll have money leftover for saving and...
Wealth Generation: In Conflict or in Concert?
There’s a fine line between our emotions getting the best of us and our emotions helping us generate wealth. Here’s how to walk it....
Net Worth: The Top 5 Tips For Building Your Wealth
The net worth definition is adding up all the assets you own and subtracting all the liabilities you owe, and what remains is your net...
50 Ways to Relax Without Spending Money
Even those who work for an employer need to consider themselves self-employed these days. The shape of our careers has changed, and ...
Savings Account Interest Rates Drive Seniors Into the Stock Market
Interest rates on savings accounts are pitiful compared with what they were during the 1990s. Today, investors who need to live off their...