As a financial planner, I frequently come across money-making schemes or ideas that seem too good to be true. When I first read about websites claiming to find my “lost” money, I rolled my eyes…
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How to Negotiate for (almost) Everything
Many times when I’m analyzing cash flow situations, clients feel like they are doing everything they can to save money. However, one area that most people don’t know about is the fine art of negotiating. …
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5 Fundamental Financial Tips for 30-Somethings
At this point in life, many of us are working tirelessly to create a solid financial future for our families. You can’t build that future on a house of cards. There are five fundamental building…
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Would you go to a doctor who isn’t certified?
Health insurance reform has been at the forefront of the political scene for a number of years. But did you know that financial reform is constantly being discussed as well? A major issue at hand…
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Find Out When to Shred Financial Paperwork
We provided a checklist for getting your financial paperwork organized in another blog post. Now that you know what kinds of paperwork you should be holding on to, the next question is how long do…
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