financial planning

How to Use Loss Aversion to Your Advantage

How to Use Loss Aversion to Your Advantage

By Julien Saunders and Kiersten Saunders / August 30, 2021 /

We all need to consider both loss and risk when making financial decisions and learn to use them as tools that help us prepare for the future, not as topics that we shy away from out of fear or shame.

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4 Smart Money Moves to Plan for Financial Security

4 Smart Money Moves to Plan for Financial Security

By Odaro Aisueni / July 21, 2021 /

No. 2: Create an emergency fund, but don’t abuse it.

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What Is a Brokerage Account and Do You Need One?

What Is a Brokerage Account and Do You Need One?

By Julien Saunders and Kiersten Saunders / July 19, 2021 /

You’ve fully met your employer’s matching funds in the company 401(k) and have a robust emergency fund—good job. The next step in your financial journey may be to open a brokerage investment account to make the most of your available investing funds. Brokerage accounts can be a great option to round out your investment portfolio…

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How to Choose the Best College Savings Accounts

How to Choose the Best College Savings Account

By Julien Saunders and Kiersten Saunders / July 12, 2021 /

Choosing the best college savings account for your child can feel overwhelming, but it doesn’t have to be.

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How to Experience Luxury in Everyday Life

How to Experience Luxury in Everyday Life

By Julien Saunders and Kiersten Saunders / July 5, 2021 /

Not only is the anticipation of an event or splurge just as fun (or sometimes more fun!) than the experience, but having something to look forward to lets us recommit to the rest of our financial goals.

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16 Rich Habits

16 Rich Habits

By Tom Corley / June 29, 2021 /

The differences between the rich and poor are simple, but not insignificant.

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Want Financial Security? Prepare for the Worst

Want Financial Security? Prepare for the Worst

By Julien Saunders and Kiersten Saunders / June 14, 2021 /

Very often, we’re told to “think positive,” which usually means pushing aside any fear or negative emotions with a Pollyanna-ish positivity that doesn’t leave room for the reality of a situation.

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7 Ways to Keep Expensive Hobby Costs Down

7 Ways to Keep Expensive Hobby Costs Down

By Julien Saunders and Kiersten Saunders / June 7, 2021 /

You may think your photography interest or music festival passion can’t live alongside your responsible adult self that knows investing for the future needs to be one of your top priorities.

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What Is Estate Planning and What Should You Include In Yours?

What Is Estate Planning and What Documents Should Be Included in Yours?

By Julien Saunders and Kiersten Saunders / May 17, 2021 /

Planning for end-of-life care and who will inherit your possessions after your death is not a fun task, but it is vitally important to make sure your wishes are honored.

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