Many people think they can’t afford a financial planner, and that’s a shame because it’s simply not true. This belief is based on the misconception that all advisors won’t work with you unless you already have millions in the bank. While that’s certainly true of some advisors, plenty of financial planning firms don’t operate this…
How to Be Good with Money: 5 Simple Steps That Anyone Can Take
Ignoring your finances because you’re just not good with money? It might sound harsh, but here’s the truth: that’s an excuse. Sure, there are people who may be naturally more inclined to be savers while others like to spend. But if you fall into the “spender” category, it doesn’t mean you’re doomed to a poor…
Gathering Your Documents to Start Preparing Your Taxes
Tax time is here once again. By now, you should have received all of your important tax documents that you will need in order to complete your taxes this year. But where do you start? How do you know what paperwork your accountant will need in order to complete your taxes? Of course, everyone’s tax…
Stop Waiting, Start Living
Most of us are guilty of putting conditions on our life goals, believing that we can only be the people we want to be once we have certain things in place. On the surface, it’s logical thinking – after all, you can’t make a BLT if you don’t have any bacon. The problem is that…
The 3 Biggest Money Mistakes Millennials Make (and How to Fix Them)
Did you know you’re primed for financial success when you’re in your 20s and 30s? It’s true! You’re in the best position to build and grow wealth because you have time on your side. Now is when you should start saving and investing a percentage of your income, to give your nest egg enough time…
How to Plan For Retirement if You’re a Millennial
Almost half of all Millennials in the U.S. are living paycheck to paycheck, and if you’re one of them, retirement can seem too far off to think about. Even though you’re scrambling to pay your bills each month, you need to make saving for retirement a priority now because the longer you wait, the farther…
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