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.
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- May 23, 2023
- 4 min
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, 2023
- 4 min
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, 2023
- 5 min
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.
- Jan 21, 2023
- 6 min
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.
- Oct 19, 2022
- 5 min
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.
- Aug 18, 2022
- 5 min
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.
- Jun 13, 2022
- 5 min
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.
- May 12, 2022
- 4 min
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.
- Apr 22, 2022
- 4 min
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.
- Mar 23, 2022
- 6 min
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
- Feb 21, 2022
- 5 min
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, 2022
- 4 min
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.
- Dec 6, 2021
- 5 min
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.
- Nov 5, 2021
- 2 min
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.
- Oct 4, 2021
- 3 min
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...
- Aug 25, 2021
- 3 min
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...
- Jul 20, 2021
- 3 min
Should I Own a Vacation Home?
If you’re sick of paying high rental prices or you want to earn a little extra income, consider this before you buy a vacation home.
- Jun 16, 2021
- 5 min
5 Steps to Get Started in Real Estate Investing
Financial independence is more attainable than most people think. And investing in real estate is a phenomenal way to turn average wealth...
- May 23, 2021
- 3 min
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...
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