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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 11, 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


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.


Jan 21, 20236 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.


Oct 19, 20225 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.


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.


May 12, 20224 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.


Jul 20, 20213 min read
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, 20215 min read
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, 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...
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