financial planning

How to Choose a Robo-Advisor

How to Choose a Robo-Advisor

By Julien Saunders and Kiersten Saunders / December 6, 2021 /

Robo-advisors are gaining in popularity, with about 3.5 million people using them as of 2021 and 5 million people estimated to be using them by 2025. Robo-advisors work by using algorithms proprietary to each company. They can be great tools for the beginning investor since they respond to market fluctuations in real time with portfolio…

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How to Create a Budget: 6 Steps to Get You on the Path to Financial Security

How to Create a Budget: 6 Steps to Get You on the Path to Financial Security

By SUCCESS Staff / November 19, 2021 /

According to a Gallup survey, only one in three Americans prepares a detailed household budget. That doesn’t have to be you.

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4 Things to Consider Before Working with a Virtual Financial Adviser

4 Things to Consider Before Working with a Virtual Financial Adviser

By Adam Strauss / November 3, 2021 /

No. 1: Communication becomes even more important.

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3 Keys to Successful Investing

3 Keys to Successful Investing

By Julien Saunders and Kiersten Saunders / October 11, 2021 /

You hear investing advice about how to time the market or make big gains before an inevitable market drop, but that information isn’t usually beneficial to the average long-term investor. You want to do what’s right, but with so much contradictory advice coming at you, you might be making decisions out of fear instead of…

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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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