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Jamie Lima

Balanced Budgets, Balanced Lives: A Guide to Financial Fulfillment

In an era where financial stability is often equated with numerical metrics, we must broaden our perspective to encompass a holistic view of financial well-being. This comprehensive approach marries your core values with emotional intelligence and life aspirations. This Woodson Wealth Management guide aims to unfold eight pivotal strategies that

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🔐 Die with Zero Dollars (DwZ): Leveraging Joint and Survivor Annuities to Fulfill Core Expenses in Child-free Households

In the dynamic realm of financial planning, a distinctive philosophy has emerged – one that embraces a childfree lifestyle and aspires to Die with Zero or “DwZ”. This paradigm shift underscores a deliberate departure from conventional financial norms, prioritizing life experiences over traditional legacies. By consciously opting for a childfree

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Doing Divorce Differently Podcast

Alleviate your fear of divorce and do it a different way. Join Family Law Attorney and Mediator Lesa Koski, along with our founder, Jamie Lima, for a candid conversation on how to take the fear out of Divorce.

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Gen Z’s Buying Guide to Hiring a Financial Advisor

How can Gen Zs benefit from having a financial advisor? As Gen Z’er, what should I look for in financial advisors? Are financial advisors even affordable, and what are ways that people as young as me can afford financial advisors? I get it. You have a ton of questions about

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Protect your Finances During Divorce

It may sound counterintuitive to spend money on a #cdfa when getting a #divorce, but it has many benefits, including financial ones. Take a listen! Considering a #divorce yourself? Schedule time to chat with me here.

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Podcast Appearance with Tim Blankenship

I had an amazing time chatting with Tim Blankenship of Divorce 661 a few weeks ago. I tried to provide as much divorce advice from a Certified Divorce Financial Analyst as possible in our quick, 30-minute or so chat. Take a listen! If this is helpful, feel free to schedule

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Best Savings Tips in Your 20s or 30s

From retirement accounts to savings accounts, there are myriad ways to build wealth. We get these questions a lot, so here are the best savings tips for someone in their 20s or 30s to set off on the right foot. 1. What retirement accounts are available to people in their

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