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Lessons From My Mentors: Four Women Who Shaped How I Think and Work
What shapes how someone thinks, listens, and makes decisions over time? For me, it comes back to 4 women and their lessons that I still carry with me.
What shapes how someone thinks, listens, and makes decisions over time? For me, it comes back to 4 women and their lessons that I still carry with me.
We like to believe we make financial decisions based on information and analysis. But the truth is, our brains are wired with certain shortcuts.
As my mom turns 90, I’ve been thinking about the lessons she taught me, lessons I still use when I’m helping people make decisions in noisy markets.
For many pre-retirees, it can be easy to overlook one of the best things you can do for your future self: get your finances into a healthy routine.
Choosing the right financial professional to guide you starts with asking the right questions.
Even with a budget, there’s a chance your money is moving mindlessly instead of helping you reach your goals. The good news? Bringing it back to life isn’t difficult.
When used wisely, 529 plans can be a powerful part of your broader financial plan. Here’s how.
You may have done everything “right” when planning for your retirement. But what happens when the unexpected shows up?
Once that last mortgage payment clears, there are still a few important financial housekeeping tasks that can easily slip through the cracks.
One of the most common questions we get asked is, “Is it a good time to invest?” Thanks to a smart investment strategy called dollar-cost averaging, you can minimize the stress and guesswork of saving.