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Money Mindset: Wrapping our Heads Around Risk!
One of the most common foundational values is GROWTH. We, as human beings, strive to always be advancing, succeeding, doing-better-than-before, etc. Growth is obviously one of the most common money-goals as well. Growing our money while doing as little as possible on our end, is the best way to build wealth. Read below for a…
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Bank Failure Follow-up: How Secure are You Feeling?
In the wake of bank failures recently, how secure are you feeling with regards to your money? Read below for a touch on your options when it comes to insurance at your institution, as well as a refresher on low-risk options to stash away your cash, for use when things get tight. Find out how…
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Making “Cents” of the Silicon Valley Bank Failure and How Much (and how little) You Should Care!
Whew! What a week of some uncommon flux in the banking sector—a spot we’ve all collectively come to trust as “the place” to house our money! Read below for a brief history on how banks actually operate, and what went down at Silicon Valley Bank (SVB). Most importantly, find out the lesson we can all…
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Managing Your Money in Love: The Tactical & the Touchy-Feely!
Since both societal convention and Hallmark have told us that “love is in the air” this month, let’s use this time to talk about money in our intimate relationships! We all know that money happens to be one of the top reasons relationships suffer, and also a leading cause of divorce. A study by Personal…
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Getting Your S.H.I.T Together in 2023! (Savings, Housing, Income & Taxes)
Welcome to getting your S.H.I.T together in 2023! No, the other (financially specific) S.H.I.T: Savings, Housing, Income & Taxes. Let’s do this! Savings: Do an audit: identify what’s coming in and what’s going out monthly, also known as creating a Spending Plan (or a Budget but that sounds so restrictive! The purpose here is YOU are telling…
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ICYMI: Secure Act 2.0 and How it Affects Your Ability to Save for Retirement!
ICYMI just before closing out 2022, congress passed The Securing a Strong Retirement Act (otherwise known as the “Secure Act 2.0”) as an expansive sequel to The Secure Act of 2019 which was designed make saving for retirement easier. Before you start thinking, “This blog post is not for me; I don’t have any money…
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Money Mindset 2023: Building on Last Year’s Successes!
Happy New Year! New year.. new you? Not necessarily. What would it be like to build on our successes moving forward rather than focusing on our failures and the things we want to change? In other words, identify what went right and double down on that! Goal setting is often expected this time of year…
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Inflation: How You Might Actually Benefit!
As 2022 comes to a close, a few buzzwords come to mind..one of them being INFLATION. Let’s take a moment to get a primer on Inflation, learn how to calculate YOUR Personal Inflation Rate, and see how you might actually benefit financially. Inflation: what is it? If you’re like me (not an advanced economist) you…
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An Excellent Tool for Your Savings Goals: Sinking Funds!
What is a good way to pay for Summer Travel..or any short-term Savings Goal? Use something called Sinking Funds! If you’re unfamiliar, “Sinking Funds” is a term that comes from the corporate business world and is essentially a way of splitting a financial goal up into manageable chunks. This is also a good one to…
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Spring Cleaning: Your Financial Checkup!

Spring has sprung! As the days are getting longer, and the weather a little brighter, we may find ourselves motivated to clean out the clutter at home; ditching those things that no longer serve us. This is also the perfect time to put that energy towards giving ourselves a Financial Checkup! A few things to…
