How do I keep up with what’s most important in my personal finances without spending hours on it? I have a budget but I feel something is missing. I make a decent living, how am…
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How Managing Your Money is Like Flossing Your Teeth
Habits are tough to form! I recently got into the habit of flossing regularly after working on it for some time. I know… That’s gross, right? But the fact that it was gross was not…
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3 Behavioral Hints for Financial Success
This is a guest post from Michael S. Potapov, CFA. Michael has worked at E.S. Barr & Company since May 2006 and is responsible for researching individual holdings as well as assisting in portfolio management….
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How To Determine If Your Loan Interest Rates Are Competitive
Would you believe me if I said the typical American young professional is paying 2% more interest on their debts than they should be? It’s not you though, right? Let’s say this is actually true……
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The Grown-up’s Guide To Basic Estate Planning: An Interview With Timothy Dunn
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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10 Motivational Quotes on Wealth & Money
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!
How To Determine If You Are Overpaying For Home & Auto Insurance
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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Does your Financial Advisor Sell Advice or Products?
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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109 Tips for Taking Control Over Your Money
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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10 Reasons the HSA is your Best Tax Shelter
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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How to Start Talking About Money with Your Spouse
The medical residency life is stressful. The hours are long. Every moment spent outside of work is precious. The pay is limited, and there are still student loans to deal with. With all these pressures,…
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Disability Insurance Basics for Residents
We use insurance to protect many things in our lives – from jewelry to cars to homes – but many of us don’t think about protecting our most important financial asset: our ability to earn…
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