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Preparing Your Finances For End of the Year

Can you believe it’s nearly winter? Before you know it, the holiday season will be over.

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4 Easy Ways to Boost Financial Confidence and Get Out of a Financial Rut

It can be challenging to determine how to get yourself out of a financial rut. You may be completely unsure...

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...

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

How Do You Plan to Fund Your Retirement?

With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for...

The Importance of Cash

What’s the role of cash in a retirement strategy and portfolio?

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

Common Investing Questions

As a financial coaching firm, our goal is to be a source of information for all our clients. In our...

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...

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...