Financial Planning Process 2/3

Advanced Financial Planning Strategies for Estate Financial Planning

Jul 7, 20232 min read

Advanced Financial Planning Strategies for Estate Financial Planning

When it comes to securing your financial future and ensuring your estate is well-prepared for the future, advanced financial planning...

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How to Conduct a Mid-Year Financial Checkup and Assess Financial Goals

Jun 29, 20232 min read

How to Conduct a Mid-Year Financial Checkup and Assess Financial Goals

Evaluating Your Financial Goals Mid-Year Achieving financial success requires periodic evaluation and adjustment, especially considering...

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Investing in Financial Health: 5 Financially Smart Graduation Gifts for a Secure Future

Jun 12, 20233 min read

Investing in Financial Health: 5 Financially Smart Graduation Gifts for a Secure Future

With graduation season upon us, it's time to celebrate the achievements of our college graduates and support them on their journey into...

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Financial Planning for a Regret-Free Future: Minimizing Financial Regret

Jun 2, 20232 min read

Financial Planning for a Regret-Free Future: Minimizing Financial Regret

What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This...

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Aligning Your Money with What Truly Matters: A Journey of Purpose and Financial Freedom

May 25, 20232 min read

Aligning Your Money with What Truly Matters: A Journey of Purpose and Financial Freedom

The Fisherman, the Businessman, and the Pursuit of Meaningful Wealth A fisherman and a businessman cross paths, and the businessman asks...

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Joint Finances for Newlyweds: 4 Fundamentals

Apr 28, 20232 min read

Joint Finances for Newlyweds: 4 Fundamentals

Managing finances as a newlywed couple is important to building a solid foundation for your life together. By working together and...

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Financial Goal Planning: A Lifetime's Worth of Financial Goals

Oct 28, 20222 min read

Financial Goal Planning: A Lifetime's Worth of Financial Goals

What are your financial goals? The answer to that question will change throughout your life, but with proper financial goal planning, you...

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Valuable Financial Lessons from Lottery Winners: How to Manage Lottery Winnings

Sep 9, 20222 min read

Valuable Financial Lessons from Lottery Winners: How to Manage Lottery Winnings

Winning the lottery is a life-changing event that brings both excitement and challenges. Lottery winners often find themselves in...

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Parental Guidance for Young Adult Finances and Helping Young Adults with Financial Independence

Aug 26, 20222 min read

Parental Guidance for Young Adult Finances and Helping Young Adults with Financial Independence

Economic factors are forcing many young adults to turn to their parents for continued financial support. Just last year, 58% of 18- to...

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Developing a Healthy Money Mindset: Money Mindset Tips and Strategies for Financial Well-being

Jul 29, 20222 min read

Developing a Healthy Money Mindset: Money Mindset Tips and Strategies for Financial Well-being

The Power of a Healthy Money Mindset It's hard to find any good news about finance these days. Market forecasters are starting to use the...

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Jul 1, 20222 min read

Don't Fall for These 5 Finance Faux Pas

Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term...

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How to Choose Between Joint and Separate Finances

May 13, 20222 min read

How to Choose Between Joint and Separate Finances

To merge or not to merge? Whether moving in together, getting married, or living as civil partners, long-term couples eventually face...

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Empowering Generosity: Crafting Your Family Giving Plan for a Brighter Future

Mar 18, 20222 min read

Empowering Generosity: Crafting Your Family Giving Plan for a Brighter Future

Do you and your family want to make a positive impact in the world? Creating a family giving plan can not only help fund nonprofits...

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How to Manage Multiple Financial Priorities? 5 Effective Strategies

Mar 4, 20222 min read

How to Manage Multiple Financial Priorities? 5 Effective Strategies

Retirement is a huge goal, but it probably isn't your only financial objective. Other significant milestones in your future might be...

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How to Create a Financial Safety Net: 4 Ways of Planning for Unexpected Expenses

Chris Quintana

Dec 31, 20212 min read

How to Create a Financial Safety Net: 4 Ways of Planning for Unexpected Expenses

Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues, and more...

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Vital Discussions in Financial Planning for Married Couples

Chris Quintana

Oct 1, 20212 min read

Vital Discussions in Financial Planning for Married Couples

Have you and your spouse ever found yourselves in disagreements over money matters? You're not alone. Shared finances can be tricky to...

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Things to Consider When Lending Money to Family

Chris Quintana

Jul 16, 20212 min read

Things to Consider When Lending Money to Family

Financial Peace of Mind Achieving financial security brings a sense of tranquility. The freedom from worrying about bills and retirement...

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What is Lifestyle Inflation, and Is It Avoidable?

Chris Quintana

Jul 2, 20212 min read

What is Lifestyle Inflation, and Is It Avoidable?

More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you're naturally...

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Chris Quintana

Feb 26, 20212 min read

How to Protect Your Assets

What lies ahead? Predicting the future is impossible, but that doesn't mean you have to feel caught off guard during times of...

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Looking Ahead: What to Consider for 2021

Chris Quintana

Jan 15, 20212 min read

Looking Ahead: What to Consider for 2021

At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order. But, the...

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