The X’s and O’s of Financial Planning

By |2023-10-12T17:14:16+00:00October 7th, 2023|General Finance|

The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into every game, every week. Hours and hours of scouting, researching, and planning goes into each team's game plan. Just as your favorite team needs a [...]

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Financial awareness: What it means and how to make sure you can check that box

By |2023-08-14T21:40:35+00:00August 14th, 2023|General Finance|

Well since there's not much else happening on August 14th each year (sorry if that's your birthday, and if that's the case, Happy Birthday!), the day-naming committee (DNC?) decided today is National Financial Awareness Day. So, I guess we need to all be more aware of our finances today? [...]

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FDIC Insurance: Should I be worried about my money at the bank?

By |2023-03-21T17:50:33+00:00March 21st, 2023|General Finance|

With the recent closing of the Silicon Valley Bank in California and the continued stress in the banking industry, many have probably considered burying their hard-earned cash under their mattress or in the backyard in a coffee can (is that still a thing?). How worried should investors be about [...]

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Emotional Investing: How to get back in the market after panic-selling

By |2022-11-28T19:57:07+00:00November 28th, 2022|General Finance|

Did the recent market volatility force your hand (and mouse) to sell your portfolio and sit in cash? Don't worry. You aren't alone. Many investors - when they lack a market pullback strategy are gripped with panic and stress and sell out of the market at some point. Maybe [...]

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FINANCIAL TRAPS TO AVOID

By |2022-09-26T12:43:56+00:00July 13th, 2022|General Finance, Investing Basics, Planning|

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their [...]

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BUDGETING FOR A FAMILY

By |2022-09-26T12:44:21+00:00April 27th, 2022|Budgeting, General Finance|

If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your finances.  Starting a family is one of life’s most rewarding experiences. However, it will also profoundly impact your financial picture, with a list of expenses that [...]

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The Basics of Financial Fitness

By |2022-09-26T12:44:14+00:00April 15th, 2022|General Finance|

Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.  There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less [...]

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How to Avoid Financial Heartbreak from Sweetheart Scams

By |2022-01-26T13:28:12+00:00January 20th, 2022|General Finance|

Even after the television show Catfish revealed that those seeking romance on the internet are not always who they pretend to be, sweetheart scams persist as a type of fraud. Here are some of the prevalent warning signs of a sweetheart scam and what you could do to [...]

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