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Find Your Savings Sweet Spot: How Much Should You Really Be Saving?
What is the ideal savings rate? Here are some ways to achieve the “savings sweet spot” for you.
Jan 174 min read

Marrying Your Investments: What is the Ideal Account Set Up for Couples?
Learn the benefits of a joint bank account and what the ideal account setup looks like to help couples achieve financial success
Oct 22, 20244 min read


Bond Funds vs. Individual Bonds: Choosing the Best Way to Invest
Understand the benefits of efficient, diversified investing by choosing bond funds versus individual bonds in your financial strategy
Oct 11, 20244 min read


An 8-Step Checklist to Recession-Proof Your Finances
Here are eight things to put on your recession preparation checklist to protect you in today's economic climate.
Oct 26, 20235 min read


Steps for Staying Stable with Sudden Wealth
There’s no right answer to what to do with sudden wealth, but here are some steps to put you in a better position to make smart decisions.
May 23, 20234 min read

Helpful Budgeting Hack: How to Apply the 50/30/20 Rule
With the simple budgeting method known as the 50/30/20 rule, you can do just that — and take control of your financial future.
Apr 20, 20234 min read


Investing was Awful in 2022 — But Here are 4 Things We Learned
Investors learn more about themselves during a bear market than a bull market — here's what we learned from 2022's awful financial market.
Mar 2, 20235 min read


Guide to Real Estate Syndication Investing: 7 Tips for Beginners
Syndication investing is a great way to earn extra income without the hands-on landlord role. Here are tips for getting started.
Jan 21, 20236 min read


Rules for Renting Your Vacation Home
It can be extremely rewarding to turn your vacation home into a steady stream of revenue – you just have to know the rules.
Oct 19, 20225 min read


Emergency Funds: Why They’re So Important Right Now & How to Start One
Between rising costs and record inflation, an emergency fund is more important than ever. Here are tips on how to save in today's climate.
Aug 18, 20225 min read


8 Financial Ratios for Property Investors
Before becoming a landlord, you have to understand all the finances that come along with it. Here are 7 important financial ratios to know.
Jun 13, 20225 min read


How to Avoid Debt and the Estimated Tax Payment Trap
1099 contractors and small business owners are often victim to the The estimated tax trap. Here's how you can avoid it.
May 12, 20224 min read


4 Barriers to Building Wealth that a Financial Advisor Can Help You Avoid
There are four common mistakes that can bar you from the wealthy future you want. Find out how a financial advisor can help with each.
Apr 22, 20224 min read


10 Things to Do Before You Put Your Rental Home on the Market
There are many moving parts that will affect the success of your rent property and, ultimately, the profit off your investment. Check out ou
Mar 23, 20226 min read


Taxes 2022: Your Guide to Filing & a Fast Refund
Being organized and preparing early is more important than ever this tax season. Here’s everything you need to know about filing in 2022.
Feb 21, 20225 min read

Should You Save Your Money or Invest It This Year?
Check out the pros and cons of both saving and investing so you can make more informed decisions as to where to put your money this year.
Jan 19, 20224 min read


6 Year-End Tax Planning Tips to Help You Save in 2021
As you start your year-end tax planning, use these six tips to help you maximize your deductions and reduce your exposure to future taxes.
Dec 6, 20215 min read


What You Need to Know About Open Enrollment
As you begin your open enrollment journey for 2022, make sure you understand the options and what's important to you with these 3 coverages.
Nov 5, 20212 min read


Everyone needs Term Life Insurance… Here’s How to Evaluate Your Need.
As we navigate life, we’re faced with so many decisions and choices that influence both ourselves and our loved ones. But the questions...
Oct 4, 20213 min read


5 Smart Ways to Come Up with a Down Payment for an Investment Property
When it comes to real estate investing, pulling together enough money for a down payment is one of the biggest obstacles to buying. We...
Aug 25, 20213 min read
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