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Tag: saving money

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How to Start Giving Away Money During Your Lifetime

Giving is an important part in your financial plan, so we want to make sure you are approaching it in…

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We Don’t Make Pre-Tax Contributions (Is That Okay?)

If you have no pre-tax buckets in your accounts, is that okay? In this highlight, Brian and Bo explain if…

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How to Bridge Your Retirement Savings Gap (The Right Way)

In this highlight, Brian and Bo discuss different ways to approach pulling out contributions in retirement. Are you on track…

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Should You Invest in the S&P 500 or in a Target Date Index Fund?

Should you consider Target Date Funds instead of the S&P 500? In this highlight, Brian and Bo explain which one…

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How to Stay Motivated When You’re In the “Messy Middle”

How do you stay motivated when you are in the messy middle? In this highlight, Brian and Bo explain why…

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Building Generosity into Your Financial Plan: A Guide for Investors

How should you build generosity into your financial plan? In this highlight, Brian and Bo explain how you should approach…

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Should I Invest 15% Like Dave Ramsey Recommends? (I Have a Pension)

How much should you be saving for retirement and should you still strive to save 25% if you have a…

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How to Care for Financially Unstable Parents

How should you approach helping financially unstable parents? In this highlight, Bo and Brian give some insight on how you…

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Is Dying With $0 the BEST Financial Strategy?

We recently received a question asking about our thoughts on the idea that people should strive to ‘die with zero’…

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When Should You Open a Charitable Giving Account?

There are lots of efficient ways to give your money. In this highlight, Brian and Bo give some insight on…

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