Financial Procrastination: You’ll Act on These Tips – One of These Days

Americans pay a price for procrastinating on financial matters, but many delay anyway. Missed financial opportunities abound, whether it’s in getting a late start in retirement planning, failing to draw up a will or simply not having enough cash on hand to meet...
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6 Financial Planning Tips for Soon-to-Be Parents

Having a child can be life-changing on multiple levels, including a financial one. If you’re expanding your family, here are a few money-related moves to make before the baby arrives. More...
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Follow These 3 Steps to Meet Your Financial Goals

If you want to reach your financial goals (big or small), it’s time to get schooled in financial literacy. Don’t worry. It isn’t as complicated as it sounds. Read on for three quick and easy tips you can follow to...
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10 Ways to Simplify Your Financial Life

I’ve found that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, people are too exhausted to make decisions or implement changes. If that...
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Involving Your Kids in Financial Planning

Involving your children in your family’s financial planning process is important because everyone involved benefits from the experience, including your financial planner. I discovered this when one of my clients brought his son to a recent appointment. I’ve always encouraged people...
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How Millennial Leaders Can Create a Realistic Retirement Plan

Millennials might be accused of mindlessly spending their paychecks on avocado toasts and online shopping, yet up to 58% of them are also putting some money away for retirement. That’s the good news. The bad news is that millennial leaders aren’t saving...
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Why Life Insurance Has to Be Part of Your Wealth-Building Plan

While there are thousands of different life insurance plans available, they all fall into two categories: term and permanent insurance. Term, as the name implies, provides a benefit for a fixed period of time; 10 years, 20 years, and so...
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Embrace Your Inner Hero

Unfortunately, the world has become more cynical in recent years. People are jaded about their jobs, their government, and their futures (or lack thereof). So it’s no surprise they’re also turned off by the financial services industry. But consider: In...
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Your 5-Step Recipe for Financial Success

While there are many ways to define financial success, there’s only one real way to achieve it: Manage your money responsibly. How can you do that? Just follow this simple five-step recipe, and you’ll be able to achieve whatever financial...
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Here Are the Best 7 Pieces of Advice About Money In Your 30s

Life can get complicated when you hit 30. You might be in the middle of countless transitions, like moving up in your career, starting a business, buying a home, getting married, growing your family — and a whole lot more....
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