Have You Ever Wondered.. If you died tomorrow, who would inherit all your stuff? What about your social media and email accounts – how would those be handled? What about your bank accounts and loans?…
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Can you guess the #1 cause of stress for Americans? You got it – money. According to the American Psychological Association “APA” 2014 Stress in America survey, 72% of adults report feeling stressed about money at…
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For those of you in need of a little extra inspiration today, we’ve listed our favorite motivational quotes on Wealth and Money below! Please share your favorites in the comments!
Investing is counterintuitive. Successful investing doesn’t correlate with intelligence. Great investing is boring and not at all newsworthy. Bad advice is more common than good advice. The good advice is often overly complex. This is…
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This is nuts! I had to write about it because this has happened one too many times now. Once again, I came across a client totally getting hosed on their home and auto insurance. We’re…
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College is expensive! And it’s only getting worse. What’s your plan? Your answer will depend on your specific situation, but either way, you should get on it while you still have time on your side!…
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Have you ever tried to make sense of all the different types of financial services job titles that exist? I hope not… because you’ll find it really makes no sense. Here are a few titles…
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In need of a summer project? Or some fresh ideas for your budget? Here are some quick tips to help you get in control of your finances: 1. Understand where your money goes. Take the…
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Earlier this week, we sat down with Dr. Ryan Stanton to talk about the relationship between health & finances, and especially how it affects young residents and physicians. Below, he also gives some tips on…
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Our clients ask us all the time.. “What is an HSA? Should I use it? Why should use it?” This leads us to believe that there is some mystery and confusion surrounding HSA’s and we’re…
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1 – Communicate With Your Spouse! To this day, my wife still gives me a hard time about our first date… we went for ice cream and were getting to know each other. About 3…
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Everyone knows Uncle Sam – he takes his slice of your pie before you ever even see it. But what about the lesser known local and state income tax bites? Did you know, in some…
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