Picture this: you’ve just been paid, and before the weekend is over, your paycheck feels like it’s already gone. Credit card bills, car payments, subscriptions, eating out — it can feel like you’re working just to stay afloat. For many, this is where the journey toward debt-free living begins: with the realization that something has…
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College is one of the biggest milestones for many students and their families and one of the biggest expenses, too. With tuition costs climbing every year, it is easy to worry about how to pay for it all. Many graduates leave school with debt that takes years, even decades, to pay off. The good news?…
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As we get older, it’s easy to look back and see where we could have made smarter financial choices, especially when it comes to retirement. Maybe you didn’t take full advantage of your 401(k) match, or you didn’t build that emergency fund when you had the chance. The good news? You can still take control…
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As we hit the halfway mark in 2025, now is a great time to pause and assess your financial progress. Whether or not you’ve met with your advisor recently, this point in the year offers a natural moment of reflection. Are you on track to meet the goals you set in January? Are there areas…
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When it comes to retirement, Social Security is one of the biggest pieces of the puzzle—but it’s also one of the most misunderstood. You’ve likely heard a mix of advice from friends, family, or headlines: “Claim as early as you can,” “Wait until you’re 70,” “Take the money before it runs out.” With so many…
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Caps are flying, cameras are flashing—and just like that, your student is stepping into a whole new world. Whether they’re packing for a dorm or prepping for their first full-time job, graduation isn’t just a celebration; it’s a launchpad. This is the perfect time to start real-world money conversations. Here are some key financial topics…
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Let’s face it: life doesn’t follow the same script for everyone. Some people want a house full of kids; others dream of early retirement and world travel. Some are supporting aging parents, while others are figuring out how to pay off student loans or start a business. And that’s exactly why your financial plan should…
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Investing can feel like a roller coaster, there are ups, downs, and a lot of noise along the way. Every day, there’s something new grabbing headlines: the latest stock craze, a hot new crypto coin, or a friend swearing by the “next big thing.” It’s tempting to jump on the bandwagon. But here’s a simple…
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So, you’ve found your person—the one you want to build a life with. Congrats! But before you say “I do,” there’s one important (and slightly unromantic) topic to cover: money. The “financial talk” might not give you butterflies, but it’s the secret to a stress-free, happy future together. Here’s how to make it simple and…
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Life has a way of throwing curveballs when we least expect them. Whether it’s an unexpected medical expense, job loss, or a sudden change in family dynamics, being financially prepared can make all the difference. No one can predict when a financial emergency might arise, but having a plan in place ensures you’re ready to…
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