Budgeting For Millennials – A Simple Process Can Help You Achieve Financial Freedom
If you’re a millennial, there is a chance you’re feeling strong financial pressure. From student loans, rising rent, and monitoring spending habits, it can be tough to meet your financial goals. However, don’t fret- budgeting […]
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Lack Of Financial Literacy Causes Financial Inertia
The modern economy requires consumers to make increasingly harder and more frequent financial decisions. Suppose you were to look for reasons why financial literacy is important. In that case, you only need to ask fellow […]
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Millennials: Finances, Investing, and Retirement – Oh My!
According to the Pew Research Center, millennials, defined as anyone born between 1981-1996, have eclipsed the baby boomers as the largest generation in American history. Millennials are facing the most uncertain economic outcome of any […]
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7 Bad Money Habits Every Millennial Should Replace With Healthy Habits
Millennials face many financial challenges, especially in today’s inflationary environment. That’s why it’s so important to become financially literate. With a few simple adjustments to your money management, you can set yourself up to pursue […]
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Estate Planning With Long-Term Care Coverage For Single Individuals
It’s no surprise that family dynamics are shifting among Americans as lifespans lengthen and half the population chooses to remain single. However, financial priorities remain intact, like realigning your spending habits and budget to combat […]
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Caution! Protect Your Children’s Inheritance With Long-Term Care Protection
Have you thought about what you will do if your parents or grandparents fall ill, become injured, or need Assisted Living, Skilled Nursing, or Memory Care? Sadly, many families don’t consider this until it’s too […]
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Impulse Buying And It’s Negative Impact On Financial Health
“Recent industry research shows that impulse buying accounts for between 40% and 80% of purchases.” Picture this- you’re out with your friends at the mall and want to treat yourself. You start making a few […]
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The Importance Of Long-Term Care Planning For Entrepreneurs
As an entrepreneur, you’re likely doing your best to stay focused to fulfill your dream of growing your brand and building your business in an effort to ultimately achieve financial freedom. Perhaps you’re making a […]
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Why Younger Generations Should Consider Long-Term Care Coverage
Don’t wait until the tables turn and your children eventually become your caretakers. So how can you plan ahead and ensure this doesn’t happen to you and your family? Consider long-term care coverage. When you […]
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Financial Fears and How to Overcome Them
It’s that time of year again! The time when ghosts and ghouls come out to play…and so do our financial fears. For many of us, the thought of sitting down and developing a financial plan […]
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Striving For Financial Security – Financial Independence For Millennials
Today’s economy can feel complicated and confusing. As an affordable financial advisor in the Bay Area, I understand that achieving financial independence and stability equals an overall feeling of confidence, something most people need and […]
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10 Questions To Ask A Financial Advisor In Volatile Markets
As a financial advisor, I’ve seen clients come in with a wide variety of investment ideas. Some want to play it safe by investing primarily in low-risk bonds, while others want to take on more […]
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