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19 Sep 5 Financial Important Numbers you need to know
How often do you wonder if you are on track with your finances? That’s the biggest question we get asked as financial planners when we work with clients on their financial plans. It begins with establishing a baseline or foundation for your finances. Life is...
30 Oct A financial planner shares her personal system for managing money
Part of the reason we accumulate debt is that there are so many distractions in our lives — things we want to buy but don’t need. But we also ring up debt because we simply don’t understand the flow of our income and expenses, so...
17 Oct Identity Theft Happens — but It Doesn’t Have to Happen to You
The world is changing quickly. Technological advancements give us access to all manner of information with the swipe of a finger. But the information revolution comes with costs, too: It is increasingly difficult to keep our financial (and non-financial) lives private. Online databases, apps, spyware...
24 Sep Avoiding ‘Spaving’ and Stay On Track with Your Financial Goals
What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was...
25 Jan How Would You Do On The Advanced Financial Education Test
Posted at 10:56h
in Debt, Education, Financial Wellness, Insurance, Investing, Near Or Entering Retirement, Retirement, Saving/Spending, Uncategorized
The National Financial Educators Council developed an Advanced Financial Education test to evaluate financial literacy including questions on loan payments, inflation, risk-based pricing, FICO scoring, loan qualification, and investments. It was designed for high school students (as well as adults), but isn’t it tempting to...
10 May The Active Manger vs Index Report
When it comes to investing, getting data to support your views comes in all sizes, shapes, and colors. Morningstar, the mutual fund and stock research firm, does a good job of sorting the performance of individual funds versus a specified benchmark and a fellow group...
