Category: Financial Literacy
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Creating a Personal Investment Statement (How & Why)
Investing can stir up all kinds of emotions – one of the smartest steps you can take is to craft a Personal Investment Statement.
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5 Essential Financial Protocols for Wealth Building
One of the best ways to get ahead, to begin your wealth building journey, is to establish and implement financial protocols.
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4 Tax Benefits of Donating Stock to Charity & How to Do It Right
Billions of dollars are donated to charity annually. This article covers a few key tax benefits of donating stock to charity, the right way.
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Your Credit Score: How is it Calculated, Why Does it Matter?
A credit score is an indication of financial health. It can impact how much you’re able to borrow, the loan length, and interest rate.
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Strategic Financial Moves for Your 40s
The 40s typically bring increased financial responsibility. It’s a time to make key financial moves that set you up for long-term success.
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Maximize Your 529 Plan Potential: Benefits and Limitations
Each year, on May 29th, we celebrate National 529 Plan Day. It serves as a reminder, for parents and others, to save for children’s future educational needs.
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Smart Money Moves: 7 Steps to Financial Stability
Are you living paycheck to paycheck and worried you couldn’t cover any unexpected expenses, let alone a full-blown emergency? If so, this article is for you!
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Financial Professionals: A Breakdown of Crucial Distinctions
Show of hands… Who’s confused about what different types of financial professionals do?
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Where to Begin When Paying Down Debt
Are you ready to tackle your debt but unsure how to begin? The “best” strategy will suit your personality, lifestyle, and habits.
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Your Financial Health – 4 Things to Do Before Year’s End
It’s time to determine whether your long-term goals are on track to set yourself up for success in the coming year.
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Personal Finance & Investment Books Worth Reading
People often ask me which books have genuinely changed the way I think about money, time, and life. This list goes beyond tactics and trends, it’s a curated collection of books that shaped my philosophy around financial independence, values-based living, and designing your ideal life.
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Financial Tactics for 30 Somethings
The 30s are a time to become more calculated and deliberate with your finances. Start with these strategies:
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A Guide to Estate Planning
Estate plans formally express healthcare, guardianship, and property transfer wishes.
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Budgeting Blunders – How to Avoid These Five
People often struggle to create or stick to a budget. Here are a few things that get in their way:
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5 Financial Tips for 20 Somethings
The 20s present an opportunity to establish healthy habits that will lay a foundation for life-long financial success. Start with these strategies:
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Budgeting, Beyond the Basics
The type of budget used is one of the largest factors that determines how successful people are, with respect to household resource allocation.
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