Four Pitfalls to Avoid When Growing Your Money (Jan 2025)

Investing is one of the most powerful financial tools available for growing wealth, but it’s not magic. You have to approach it carefully and with a plan if you want to get the most from your investments. As a young person or someone just starting out on your financial journey, here are a few of the most common pitfalls and mistakes to avoid. 

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Stewardship Beyond Yourself (Jan 2025)

You’ve just finished paying a few thousand dollars to an estate lawyer to draw up a will or trust. You’ve named executors and trustees and appointed a financial power of attorney. You’ve even drafted a living will and advanced directive and chosen your medical agent. You’re all finished with estate planning, right? 

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Marriage & Money: The Importance of Communication (July 2024)

For any financial decision, there is rarely an obvious black-and-white solution that’s always correct in every circumstance. Navigating these waters requires insight into your goals and values as well as the intricacies of the ever-changing financial world. That’s where a financial planner comes in. A good advisor can help you grow your wealth by managing investments, helping you with your taxes, offering budget suggestions, and answering other financial questions.

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Avoiding the Extremes of Our Emotions (July 2024)

For any financial decision, there is rarely an obvious black-and-white solution that’s always correct in every circumstance. Navigating these waters requires insight into your goals and values as well as the intricacies of the ever-changing financial world. That’s where a financial planner comes in. A good advisor can help you grow your wealth by managing investments, helping you with your taxes, offering budget suggestions, and answering other financial questions.

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Navigate Your Financial Future with Confidence: The Transformative Power of a Trusted Financial Advisor (April 2024)

For any financial decision, there is rarely an obvious black-and-white solution that’s always correct in every circumstance. Navigating these waters requires insight into your goals and values as well as the intricacies of the ever-changing financial world. That’s where a financial planner comes in. A good advisor can help you grow your wealth by managing investments, helping you with your taxes, offering budget suggestions, and answering other financial questions.

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Money 101: A Beginner’s Guide to Building Financial Confidence and Responsibility with Credit Cards (April 2024)

As of the writing of this blog, credit card debt reached a staggering $1.13 trillion. For young people beginning their financial journey, few topics hold as much mystique, stigma and risks as credit cards. We’ve seen people at both unhealthy ends of a spectrum: those who accrue consumer debt, and those who avoid credit cards altogether. The truth is that credit cards, like money itself, are neither good nor bad. They are merely tools that can factor into a healthy relationship with money when you approach them in the right way.

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