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How to Trick Yourself Into Saving Money
The stats don’t lie – many of us have trouble saving. Approximately 40 percent of people would not be able to cover an unexpected $400 expense without either…
Are You a Financial Procrastinator? 5 Ways to Overcome it
Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas.
What is Financial Procrasti…
Retirement Strategy: How Much Should I Save?
“Will I outlive my retirement money?” This is one of the top fears for people who are starting to prepare for their retirement years.
Determining how much…
The 11 Best Quotes about Investing
There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial …
Risk Management: Understanding Diversification
When you created your investment strategy, your asset allocation reflected your goals, time horizon and tolerance for risk.
Over time, however, any of the…
10 Rules to Live by if You Want to Achieve Financial Independence
Financial independence can be defined in a number of ways. However, when most think of financial independence they dream of a time in their lives when they a…
Financial Lessons from Famous Dads
Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful wor…
You’re Biased Toward Your Own Money. Here’s What We Can Do About It
In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But wh…
Investments Keeping You Up at Night? Managing Stress During Market Volatility
For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all kinds. Market volatil…
Risk Management: Dollar-Cost Averaging
Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize…
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the …
Establishing a 401(k) Plan for Your Employees? Here’s How a Financial Advisor Can Help
If you’re considering offering an employer-sponsored retirement plan, a 401(k) is a popular option for small business and large corporations alike. In 2020 t…
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