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Behavioral Finance

How to Set Financial Goals that Stick (2023 Version)

Are you already losing momentum with your 2023 financial resolutions? 😔 If you’re someone who makes goals every year, but doesn’t always achieve them, then this video is for you. To create a realistic financial goal, I use a few, simple steps that you can model. You can also check

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Do These 3 Things If You’re Worried About A Recession

Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that

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Couple planning their finances and goals

How to Set Your Financial Goals For 2022?

What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on?  Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you

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Keeping a long-term focus in face of short-term challenges

As we start to emerge from the COVID-19 pandemic, and life shifts back toward “normal” for many, I have a lot of folks telling me they’re struggling with thinking about long-term planning. And that makes sense, since we’ve seen how quickly our long-term plans and goals can be turned upside

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7 Tips For Protecting Your Assets Throughout a Divorce

Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.

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