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The Time Value of Money Made Simple
Maximize Your Returns: The Time Value of Money Made Simple Understanding the Time Value of Money: A Beginner's Guide The Time Value of Money (TVM) is a cornerstone of financial literacy and investing. Understanding this fundamental...
Read MoreKnowing What account is best for your financial Goals
When it comes to building a life, everyone has a unique perspective on likes, dislikes, goals, careers, hobbies. We all build a path that we feel is the best way to maximize our time, money, energy to yield the results we feel are...
Read More3 Common Investing Behaviors to Avoid
In the world of investing, our minds can often be our own worst enemy. This blog dives into the realm of behavioral finance, exploring how cognitive biases such as overconfidence, loss aversion, and herd behavior can significantly...
Read MoreUnderstanding RMDs and Strategies
Does a 25% or 50% penalty seem steep to you? It certainly does to me, so let’s make sure we understand RMDs and don’t let this happen to you! RMD or Required Minimum Distribution is the term associated...
Read MoreRoth IRA - Not Your Typical Retirement Account
Roth IRA - Not Your Typical Retirement Account. Why you should consider a Roth IRA and what makes them a unique savings and retirement strategy.
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A Simple Look into Stocks, Bonds, Mutual Funds, and ETFs
Do you like things to be simple? Investing doesn’t have to be confusing! Let’s take 5 minutes and explore some of the primary investments that make up a portfolio and key differences between them....
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Marriage and Money: Taking a Team Approach to Retirement
Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2019, the maximum employee contribution to a 401(k) or 403(b)...
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Money Misconceptions
Have you ever made a financial decision you wish you could take back? My guess is the answer is “YES”! In my experience, even the very financially astute wish they got a few do-overs. Along with the good advice, often comes...
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5 People You Should Think Twice About Taking Financial Advice From?
Should I pay off the credit card or work on my emergency fund? Should I save for retirement or for my kids’ college education? How can I manage my tax situation? Do I really need life insurance at this age? What do you think of...
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