Financial Planning

After a busy summer, you’re likely ready for things to slow down a bit. But are you ready to deal with your financial situation? Do you have an action plan?  Here are five money moves you should consider making this...

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No longer do you need many hours and an abacus to manage your personal finances. In fact, doing so is a lot easier than you think! Technology has a come a long way, making it a breeze to keep track...

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Face paint, nachos and high-fives? It must be football season! And whether you’re watching the game highlights from home or rooting on your favorite team from the 50 yard line, all the fun that comes with football season can take...

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If I’ve learned anything in my work as a financial planner during the past eight years, it’s that if something is too hard to implement in our financial lives, chances are we just won’t do it.  Most of us know...

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It’s not too late to squeeze in a last-minute summer getaway.  Whether you’re looking for something adrenaline pumping or serene   – there’s no doubt that creating a budget will help you plan. Here are seven budget-friendly tips to help you...

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A $100 spent here. A $1,000 spent there. Whether you’re planning for your wedding, buying back-to-school supplies or starting your own business, keeping track of the amount of money you spend on each transaction is difficult if you don’t really...

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While most people really only take a good look at their finances at the beginning of the year (Did you make resolutions to get out of debt? Save more?), and then again at tax time, it’s a good idea to...

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I remember receiving my first paycheck post-college — along with my first checking account fee. While you’re a student, many banks will prompt you to sign up with a free checking account, but things change when you graduate. I was...

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Do you ever give someone the advice you wish you could live up to yourself? Call it hypocrisy or wishful thinking, but we’ve all done it, right? (Please say it’s not just me.) The kind of advice you preface such...

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Earning money is great, but spending it properly is even more important. If you pull in the big bucks and just spend it all recklessly, you’re risking walking down a very dangerous path. Budgeting your money, no matter how much...

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