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Pay Down Debt vs. Save and Invest (Video)
Are you deciding between paying down debt vs. saving and investing? There are a few items to think about. Found out here!
Financially Dealing With Death (Video)
Have you lost a loved one recently? Dealing with death is never easy and requires some planning to be done. I hope this helps you with this tough time in you life.
Financially Preparing For Your New Child (Video)
Did you just have your first child? Or second? third? Fourth!? Either way, let’s discuss some high level financial tips and strategies to think about now that your new child is here!
Negotiating Your Salary or New Comp Package (Video)
Are you interviewing for a new position? Or maybe you’re asking for a raise and want a new comp package? Let’s go over some ways to strategize and prepare for the upcoming negotiations. Enjoy!
Financial Tips For Newlyweds (Blog + Video)
Congratulations! You’re engaged or maybe just married and you’re not sure how to handle the financial aspect of marriage. Here are some tips to make the process easier
Stick To Your Investing Principles
Red. Lot’s of red. Every day the market is open the past few months have been filled with red numbers, down arrows, pessimism, and negativity.
8 Ways to Financially Help Your Kids
Are you looking for ways to help your kids now AND in the future? There’s more to plan for beyond the typical college savings account…
Planning In Times of Volatility
As of writing this, the stock market is down about 10-20% depending on the index you’re looking at. Unfortunately this happens from time to time
Long Term Capital Gains: A Common Yet VERY Misunderstood Tax
Long term capital gains (LTCGs) tax is one of the most common tax planning items you’ll have to account for, yet is also the most
3 Reasons For a Financial Planning Policy Statement
Making financial decisions can be downright tough, complex, and can make us feel very emotional. Even a single decision could have an impact on multiple