No matter how many good financial habits your children have learned by adulthood, they could still be unprepared for their role in your legacy plan. Talking to
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High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which folks spend more as they earn more.
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Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest
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For a doctor, these three signs might suggest that it's time to start thinking about retirement.
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Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that
When mortgage rates rise, savvy negotiating becomes critical to avoid overpaying. Here are 3 tips for getting the best possible mortgage deal when rates are
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There’s still time to review your finances and take any needed action by the end of the year.
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Regardless of how you receive your newfound money, it’s important to be prepared to handle it properly. Here are 5 tips for making sure your newfound wealth
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What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. In
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