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Category: Financial Planning

507 results found
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How to Maximize Getting FREE Money! (Before 2023 Ends)

Updated: March 17, 2025

Where are you with your year-to-date employer plan contributions? Look to maximize your employer match and take advantage of employee…

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What Is the Best Way to Invest as a Self-Employed Individual?

Updated: June 18, 2025

If you are your own boss, what is the best way to set yourself and your family up for success…

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9 Things You Need to Do Before 2023 Ends!

Updated: April 1, 2025

It is never too early to start thinking about financial decisions you may need to make before the end of…

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Should I Start Prepaying My Mortgage After Investing 25% of My Income?

Updated: March 17, 2025

Once you are investing 25% for retirement, should you start pre-paying your mortgage? Or does it depend on your age?

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Is There a Recession Around the Corner?

Updated: March 17, 2025

Inflation has cooled to 3%, according to the latest data, but the Federal Reserve is expected to keep raising interest…

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When is the Best Time to Buy a Home?

Updated: March 17, 2025

The most recent housing data shows that home prices were DOWN 9% last quarter! If you are looking to buy…

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Which Career Fields Max Out Their Investments the Most?

Updated: March 17, 2025

As financial advisors, we’ve noticed that some career fields have a much higher income and ability to maximize their retirement…

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Should You Avoid Lifestyle Creep at All Costs?

Updated: March 17, 2025

Is lifestyle creep a natural part of getting wealthier and increasing your income or is it something that should be…

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Why Value Goes Beyond a Price Tag

Updated: March 17, 2025

The value you get from something isn’t just about its price tag. If you grew up broke, you might have…

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Why You Should Choose the Road Less Traveled…

Updated: March 17, 2025

The road less traveled might be bumpier, but sometimes it’s better to take the hard road! Forging your own path…

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