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Category: Financial Planning

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Don’t Let CNN or Fox Control Your Financial Choices! (Or This Can Happen)

It can be difficult to tune out what’s going on in the world, but what happens when you let CNN…

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How Often Should You Track Your Net Worth?

Tracking your Net Worth is a great way to help you achieve your wealth building goals. In this highlight, we…

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How Too Much Risk Can Wipe Out Your Wealth!

Taking too much risk after you’ve already won the game can do an enormous amount of financial harm. We’ve seen…

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Should You Invest 20-25% of Your Net Income or Gross Income?

In this highlight, we discuss if you should invest 20-25% of your net income or gross income.

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How to Avoid Buying Financial Products You Don’t Need!

? It may not be the best idea to buy financial products from the insurance agent at Chick-fil-a. Here’s how…

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My Employer Doesn’t Offer a 401(k): What Should I Do?

In this highlight, we discuss what you should do if your employer doesn’t offer you a 401(k) plan and how…

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6 Tax Credits and Deductions That Not Everyone Knows About

While tax season is over for most of us, it is never too early to start thinking about next year.…

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Don’t Blow it! What NOT to Do After a Financial Windfall!

One of our clients came into a significant windfall – unfortunately, their spending increased even more significantly. Here’s how you…

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Volunteering vs. Extra Money: Weighing the Opportunity Cost

When it comes to making money and volunteering, what is the best way to balance the two in order to…

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At What Net Worth Should You Cancel Your Life Insurance?

When is it safe to start considering to cancel your life insurance? In this highlight, we discuss the deciding factors…

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