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Category: Financial Planning

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Should My Name Be on My Parents’ Bank Accounts as They Age?

What should parents and grandparents do with their finances as they get older? Want to know what to do with…

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

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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At What Age Should You Take the ‘Know Your Number’ Course?

Can the Know Your Number course still be valuable if you are further from retirement and aren’t completely certain what…

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

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

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Still Put Down 20% on My Next Home If I Plan to Rent Out My Current Home?

We often suggest putting down 20% on each home that isn’t your first. If you plan to keep your first…

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9 Things You Need to Do Before 2023 Ends!

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?

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?

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

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Should I Prioritize Paying Off My Low-Interest Car Loan?

How do you navigate the Financial Order of Operations if you have a low-interest car loan that you have taken…

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What Are the Signs That You Need a Financial Advisor?

When should you begin considering a financial advisor? And what exactly is the difference between a financial advisor and a…

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