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Jan 174 min read
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.

Oct 22, 20244 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 26, 20235 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.


May 23, 20234 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.

Apr 20, 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.


Mar 2, 20235 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.


Aug 18, 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.


Apr 22, 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.


Feb 21, 20225 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.

Jan 19, 20224 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.


May 23, 20213 min read
Three Simple Steps to Control Your Debt
No one likes that feeling of being indebted to someone else — especially when it comes to money. When you’re in debt, it can feel like...


Apr 22, 20212 min read
Top 4 Wealth Creating Books
I enjoy reading financial books but most people can't say the same. There are a plethora of financial books you can choose from.

Mar 11, 20212 min read
Is It Time for a Roth?
There are all kinds of retirement accounts but one that has been building steam since 1998, with no signs of stopping, a Roth IRA.

Feb 22, 20211 min read
Pay Your Future Self FIRST!
All of us work and work very hard to have those things we cherish most. As you move up the income scale, pay your future self first...
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