Financial Planning Process

Roth Conversions and Charitable Giving For a Double Win

Oct 43 min read

Roth Conversions and Charitable Giving For a Double Win

At CQ Consulting Services, we take pride in being financial strategists who think creatively and embrace unconventional approaches,...

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10 Steps to Achieve True Financial Freedom

Jul 123 min read

10 Steps to Achieve True Financial Freedom

Financial freedom. It's a phrase that conjures up images of exotic vacations, early retirement, and a life free from financial worries....

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What is The Difference Between Financial Freedom and Traditional Retirement?

Jul 52 min read

What is The Difference Between Financial Freedom and Traditional Retirement?

Forget everything you think you know about financial planning. Here at CQ Consulting Services, we are breaking the mold when it comes...

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Living More Now: Achieving Financial Freedom

Apr 263 min read

Living More Now: Achieving Financial Freedom

In a world where financial security is a cornerstone of a fulfilling life, the pursuit of financial freedom has become more than just a...

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Are Alternative Investments the Key to Financial Success?

Apr 192 min read

Are Alternative Investments the Key to Financial Success?

The Allure of Alternative Investments Are you looking to diversify your investment portfolio and potentially earn higher returns?...

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Exposing 2 Enemies of Wealth : Inflation and Market Fluctuation

Mar 292 min read

Exposing 2 Enemies of Wealth : Inflation and Market Fluctuation

In the realm of personal finance, two formidable enemies often lurk in the shadows, ready to erode the value of your hard-earned wealth:...

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Mar 152 min read

Leveraging Debt for Financial Growth

Understanding Debt: A Strategic Approach March marks Debt Elimination Awareness Month, a time to reassess our financial strategies and...

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Navigate Economic Changes in 2024 Confidently with Strategic Financial Management

Feb 282 min read

Navigate Economic Changes in 2024 Confidently with Strategic Financial Management

As the sun rises in 2024, it casts a curious light on the economic landscape. Geopolitical whispers, simmering energy prices, and rising...

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Uncovering Hidden Costs When Selling a House

Feb 23 min read

Uncovering Hidden Costs When Selling a House

Selling your primary property can be both an exciting and stressful experience. While you may be looking forward to the financial gains,...

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Dec 29, 20232 min read

New Year Financial Planning Checklist

The New Year presents an ideal opportunity to take charge of your financial well-being. Here's a comprehensive checklist to kickstart...

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What is Net Worth? How to Calculate Your Net Worth

Nov 24, 20232 min read

What is Net Worth? How to Calculate Your Net Worth

Today we’re diving into a crucial topic in financial literacy – understanding and calculating your net worth. This isn’t just about...

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Nov 17, 20233 min read

Mastering Your Holiday Spending Plan

The holiday season is a time of joy, celebration, and spending quality moments with loved ones. However, it's also a time when many...

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How to Avoid Capital Gains Tax on Real Estate

Nov 3, 20233 min read

How to Avoid Capital Gains Tax on Real Estate

Capital gains tax on real estate and investment property can significantly reduce your profits when you decide to sell. However, there...

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Oct 27, 20233 min read

How to Survive a Recession or Downturn

Financial experts define a recession as a sustained drop in economic activity that lasts more than a few months. It usually comes with...

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Jeff’s Journey to Financial Independence

Oct 24, 20232 min read

Jeff’s Journey to Financial Independence

We are thrilled to share an incredible success story that showcases the power of knowledge and strategic financial planning! Meet Jeff,...

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7 Steps to Effectively Organize Finances

Oct 23, 20233 min read

7 Steps to Effectively Organize Finances

You might not consider yourself to be an organized person, but your finances are the last place you want to be disorganized. Having too...

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How to Know If You Are Financially Ready for a Baby: 4 Steps to Ensure Financial Readiness

Oct 6, 20232 min read

How to Know If You Are Financially Ready for a Baby: 4 Steps to Ensure Financial Readiness

Parenthood is a major milestone, and being financially ready for a baby is essential. New and expecting parents must prepare for the...

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5 Common Financial Mistakes to Avoid As A Parent

Aug 25, 20233 min read

5 Common Financial Mistakes to Avoid As A Parent

When it comes to your finances as a parent, striking the right balance can be challenging. Are you discussing money matters with your...

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Aug 4, 20232 min read

Ideas for Effective Charitable Giving

Wondering about the best methods to maximize your charitable giving while keeping your finances efficient? An effective charitable giving...

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Credit Tips for Teens To Build a Strong Financial Future

Jul 27, 20232 min read

Credit Tips for Teens To Build a Strong Financial Future

As parents, it's our responsibility to prepare our children for the complexities of adulthood, and one crucial aspect often overlooked is...

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