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Ways to Save
A huge part of anyone's financial journey should be saving money. It's recommended that everyone should have three to six months worth of expenses saved as an emergency fund. This is in case of events like accidents or unemployment, so that you can continue to pay...
Financial Planning Basics
Financial Planning can get complex and feel overwhelming, especially if you’re just starting on your financial literacy journey. There are a few basic tenants that you'll need to understand when creating your first financial plan. Don’t let it intimidate you, there is...
Audit Your Retirement Plan
It’s always a good idea to check in on the status of any plans or goals you may be working towards, and your retirement plan is certainly no exception. When you’re younger and retirement feels far off, you could get away with infrequent checks, but as you approach...
Common Investing Mistakes to Avoid
Investing can be a great way to grow your money, but it's important to avoid common mistakes. Anyone can make mistakes when investing, even if they are doing the best they can. Good information creates the pathway for good, informed action. If you want to make the...
Creating a Strategic Portfolio
Your investment strategy can greatly influence the success of your portfolio. If you have been investing without a strategy, or your strategy could use an update, then it’s time to reassess how you manage your portfolio. It’s never too late to create a strategy, and...
How to Measure the Risk of an Investment
It can be hard to predict the future, and that is especially true when it comes to investments. While some investments may seem like a sure thing, there is always risk involved. It's important to measure and understand the risk of any investment before you put your...
Is the 70% Rule a Myth or Reality?
Preparing for retirement can be overwhelming. There are lots of things to think about and plan for, the largest usually being money. The general rule of thumb is that you’ll need at least 70% of your pre-retirement income saved. 70% can seem daunting or achievable to...
How to Talk to Your Parents About Estate Planning
Estate planning is an important topic that all families should discuss. By having a conversation with your parents about estate planning, you can help ensure their wishes are carried out after they pass away. There are a number of different things to consider when...
Incentive Trusts
We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
Start Saving Now!
Saving money is difficult. We often have a hard time limiting spending and setting aside funds for later because it feels like there's no immediate reward. The reward comes in the future when you could have more financial freedom. There are lots of reasons to...
Managing Digital Assets
Digital assets are assets too Everything we do, everything we are changed when the internet came along, and retirement planning is no exception. Many of the things we once did only in person or by mail (managing bank accounts, cataloging photos, paying bills, etc.)...
Sharing an Inheritance
When you get married, you want to share everything with your spouse; your hopes and dreams; your ups and downs; your days and your possessions. And your finances are no different - after all, you’re starting a household and maybe a family, it only makes sense to...
Retired and Confident: 6 Questions Toward Financial Security
5 Steps to Plan for a Comfortable and Secure Retirement
Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship
Empty Nesters: Celebrating Your New Normal
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