Category: Financial Planning

Lack Of Financial Literacy Causes Financial Inertia
Lack Of Financial Literacy Causes Financial Inertia
Financial Literacy, Financial Planning, Subscription-Based Financial Planning
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!
Millennials: Finances, Investing, and Retirement – Oh My!
Financial Planning, Retirement Planning, Subscription-Based Financial Planning
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
7 Bad Money Habits Every Millennial Should Replace With Healthy Habits
Financial Literacy, Financial Planning, Retirement Planning
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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Impulse Buying And It’s Negative Impact On Financial Health
Impulse Buying And It’s Negative Impact On Financial Health
Financial Planning
“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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Financial Fears and How to Overcome Them
Financial Fears and How to Overcome Them
Financial Planning
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
Striving For Financial Security – Financial Independence For Millennials
Financial Planning
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
10 Questions To Ask A Financial Advisor In Volatile Markets
Financial Planning
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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How To Potentially Profit From Inflation: 4 Investment Options
How To Potentially Profit From Inflation: 4 Investment Options
Financial Planning, Subscription-Based Financial Planning
Most Americans feel like they’ve been walking through a thick inflation fog with no ability to see beyond the moment. From gas and vehicles to groceries and lumber, you have been feeling the pressure of […]
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Why Millennials And Gen Zers Should Invest In A Roth IRA
Why Millennials And Gen Zers Should Invest In A Roth IRA
Financial Planning
Granted, you may have a 12-second attention span (and there’s no shame in this), but it’s vital to become aware of what you need if you prefer to focus elsewhere. Your financial wellness is one […]
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Financial Planning: Reducing Debt
Financial Planning: Reducing Debt
Financial Planning
Comparing 196 beneficiaries before and after debt relief, and controlling for debt-relief amount, having an additional debt account paid off improves cognitive functioning by about one-quarter of a SD and reduces the likelihood of exhibiting […]
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