The 3 Biggest Mistakes I see with DIY Plans [video]
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The 3 Biggest Mistakes I see with DIY Financial Plans
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Financial Blog For Busy Professionals & Impact Investors
Can Money Buy Happiness? Here is the better question.
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Can money buy happiness? Here is the better question.
Read MoreFinancial Resolutions for the New Year
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Make this the year that you get your financial life in order.
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Freeze your Credit [video]
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Freeze your credit. Here is why and how it is different than a lock.
Read MoreVenmo Scams [video]
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Next up - Venmo scams. This is my series on identity theft prevention and cybersecurity.
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The Sustainable Gifts I am Giving This Year
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Great products by great companies. Here is this year’s guide.
Read MoreThe Gift of a Financial Plan
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I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.
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