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Must Haves for a Strong Financial Foundation

July 12, 2022

As a general guideline, the journey to becoming independent from financial burden and the freedom it brings stems from creating a surplus between your income and expenses. There are many ways to do this, but there are a few building blocks that allow for the ability to have more income than you spend.

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3 Fund Types Every Investor Should Know

June 28, 2022

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms, and slang) can help you feel more confident when evaluating your financial strategy.

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6 Steps to Complete a Mid-Year Financial Check

June 3, 2022

A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s important to regularly evaluate your financial situation, and a small investment of review time can help ensure you’re on track for both short and long-term objectives.

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Financial Aid for Students 101

May 9, 2022

The financial cost of higher education may add to what is already a stressful time in an ambitious student’s life. Luckily, with a little preparation, you may be able to make applying for financial aid painless and stress free.

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Consolidating Retirement Accounts with a Job Change

March 29, 2022

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all funds into one account.

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