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Money Basics: Retirement

Retirement is simply a time when you need to cover your living expenses with your assets instead of employment. You’re using your money and not your time to support your lifestyle. The conventional wisdom about retirement is that you need to hit a specific number in your investment portfolio in

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Money Basics: Defensive Planning (aka Risk Management)

In sports, playing defense involves preventing the other team from scoring. In life, you’re on one team and Murphy’s Law* is on the other. Shit happens. We’ve all experienced unexpected setbacks that have had some degree of financial impact. In order for you to come out ahead when life throws

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Money Basics: Cash Flow

Money Basics Series Although there are certain basic financial rules of thumb that many people can agree make sense at face value (like “a house is always good investment”, “you should try to save as much money as you can for retirement”, and “you should always spend less than you

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Lessons Learned from Car Buying

Car buying is the one area of my financial life that I can say for certain I have repeatedly made mistakes that have cost me tens of thousands of dollars. I’m not exaggerating either- I have actually purchased or leased 6 cars in the last 10 years. I really can’t

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3 Common Mistakes You Might Be Making While Paying off Debt

1) Not eliminating spending on the cards or credit lines you’re working to pay off Because points and cash back are so attractive and paying with plastic is just a normal part of society, many people- even those looking to eliminate the balances on their credit cards- tend to continue

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Money Basics: Lifestyle

Conventional wisdom around money tends to be a bunch of blanket guidelines about how much to save and spend without necessarily taking personal goals and lifestyle into consideration. To say that there are specific reasonable and unreasonable amounts to spend and save for certain things just doesn’t make sense to

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Money Basics: Debt

“While many think it’s admirable to be debt free, it’s not necessarily smart. It’s usually an emotional decision, not a financial one. You can never solely count on is rules-of-thumb and conventional wisdom- crunching the numbers is a crucial step.” – Nicole Peterkin Debt in it’s simplest form is money

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Tips for Sticking to Your Budget

I hate budgets. Can I say that as a CFP®? I’m a save first and spend whatever is left person (even if that means needing to take the subway for a week instead of Ubering and driving to avoid paying for parking when my monthly spending is high). Rather than

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