Financial Planning

Setting financial goals helps to direct financial planning. Goal setting is done with an objective to meet specific financial requirements. Source – Wikipedia

Personal finance professionals you want on your dream team

3 Personal Finance Professionals You Need on Your Dream Team

You likely have many teams in your life.  You may have a dentist, doctor, and maybe even a therapist that helps you manage your physical and mental health. The same goes for people who support you during critical life events like purchasing or maintaining a home, or going back to school. But what finance professionals …

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2020 Personal Finance Preparation

Finish Strong – 5 Tips to Prepare Your Personal Finances for 2020

Can you believe 2020 is less than four months away? Do you know the state of your personal finances? If you need some help preparing for the New Year, then you’ve come to the right place! I’m sure you want to be financially successful in the new year, but you might not know where to …

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The 5 Deadly Financial Sins

  Various parts of the Bible speak of seven deadly sins, any one of which can lead to damnation. Those sins are: envy, gluttony, greed, lust, pride, sloth, and wrath. These negative traits and characteristics are best avoided because they ultimately cause you to act in ways that are against your own best interests. Likewise, when it …

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financial safety net

Best Ways to Create a Safety Net After a Financial Downfall

Any type of financial crisis can wipe out your savings account and have you saying goodbye to your safety net or financial cushion. While adjusting your budget after a financial downfall can help you get things back on track, you’ll need a plan to recreate that safety net. “Finding” money to build up another emergency …

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retirement

Are You Making These 5 Mistakes That Can Ruin Your Retirement?

It’s hard enough to save and plan for retirement. So why make it even more difficult by committing costly mistakes? Here are 5 blunders that can derail your plans to retire in comfort and peace. 1. Following the herd Who cares if everyone on Wall St. is planning on buying Facebook shares or the “hottest” …

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12 Financial New Year’s Resolutions

If one of your New Year’s resolutions for 2012 is to improve your finances in some way, join the club. According to a survey from TD Ameritrade, 73% of Americans will make at least one money-related New Year’s resolution. Regardless of your current economic circumstances, here are 12 crucial and doable financial goals worth putting …

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3 More Signs You’re a Financial Train Wreck Waiting to Happen

In my previous column, I explained three red flags about your finances that you should be concerned with fixing immediately. Those previous three issues might seem like obvious economic problems. But what about three factors that are not as obvious? They too could set you up to be a financial train wreck. Here are another …

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