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Tag: personal finance

825 results found
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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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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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Choosing the Right Term: Deciding the Ideal Car Loan Duration

If you choose to finance a vehicle, how long should you finance it? In this highlight, we discuss our car…

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How to Recover From 4 HORRIBLE Financial Mistakes!

In our nearly four decades of combined experience managing money, we’ve seen some horrible financial mistakes – here are the…

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Why Americans’ Lack of Financial Knowledge Keeps Them Broke

It is difficult to fully grasp the magic of compounding interest – but once you do, you may notice your…

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Stop Sabotaging Your Wallet: How This Behavior Keeps Americans Broke!

Americans simply don’t practice deferred gratification. We naturally prefer pleasure and dopamine today rather than at some point in the…

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The Lambo vs. Latte Effect: How Your Decisions Can Cost You!

How much are your decisions really costing you? In this highlight, we discuss the meaning behind the lambo vs. the…

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How Americans Can Win With Money (Despite the Economy)

The cost of certain goods and services have skyrocketed in the last couple years, homes and cars in particular. How…

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