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Frugal February

We have all heard of No Shave November, March Madness, and Breast Cancer Awareness Month. All amazing month-long events in their own rights.

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Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

Embrace Your Budget to Attain Financial Freedom

Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought...

Budgeting for Charitable Giving Can Increase Your Happiness

Tithing, or giving 10 percent of one’s income or crops to a religious entity, is an ancient practice. In fact,

When heirs are imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Investment challenges of the affluent investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.