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The One Question You Must Ask A Financial Advisor

There are many financial advisors and firms out there, and on paper they can start to sound very similar. How do you know what to look for? Find a Fiduciary.  One of the first critical considerations is finding an independent fiduciary advisor....

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Beginning Investors: The First Step

Pop quiz: Investing is something that… A) is for wealthy people, investment bankers, and hedge fund managers B) something that you’ll get into later in life once you have more money saved up Trick question! The correct answer is that investing is...

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One Simple Trick To Jumpstart Your Financial Future

There are many ways to make your financial goals a reality, but you need to develop a plan that works for you. In this blog I’ve discussed a number of budget tips that can really help you cut back, save more, and build up your financial foundation....

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Financial Health Starts With Smart Money Habits

Shifting to a financially healthier lifestyle is not as tall an order as it may seem. In many ways, our spending habits are just that – habits. When we get accustomed to a particular routine – eating a certain way, shopping in certain stores, our...

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Investing For Couples: When Finance Meets Romance

Couples should be as trusting and intimate financially as they are physically. How do you get to that point? Talk openly and often about financial matters. You and your partner may have very different understandings of what is normal when it comes...

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