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Tag: financial planning

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529 vs. Index Funds: Which Option Is Best for Your Kids?

In this highlight, Bo and Brian discuss weather a 529 or index funds is better for saving money for your…

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How do I Start Working With Abound Wealth?

Have you reached the abundance stage, and are looking for someone to help guide you in maximizing your potential? You’ve…

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How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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How Do I Calculate Income Tax?

Here’s what to consider when calculating income tax. The amount of income tax you owe depends on your income, where…

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What is the Financial Order of Operations (FOO)?

The Financial Order of Operations (FOO) is The Money Guy foundation for financial success! It’s an instruction manual for your…

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What is The Best Place to Invest Money For My Child’s Future?

The best place to save depends on the goals you have for your savings. Before making any decisions about your…

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When Do I Need a Financial Advisor and What Value Do They Add?

Here are some tips to help you know if it’s the right time for you to hire a financial advisor.…

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Should I Save for My Kid’s College Education? What is The Best Way to Do It?

Remember oxygen masks on airplanes. Contributing or paying for your kids’ college education is a wonderful and noble goal, BUT…

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I am Interested in Working with You. Does Abound Wealth Provide One-Time Advice or On-Going Financial Planning?

Abound Wealth wants to be your financial partner through all stages of your financial life. We provide ongoing, holistic financial…

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Is It Ok to Use a Credit Card?

Credit cards can be a powerful tool if used correctly, but ONLY if you use them responsibly. Using credit cards…

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