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The New Parent’s Guide to Life Insurance

I have to say, I have a love/hate relationship with life insurance. When it’s done right, life insurance is one of the best ways to ensure your family’s financial security. But it’s often sold by companies and insurance agents who don’t have your best interests at heart, which all too often ends with you paying Read more about The New Parent’s Guide to Life Insurance[…]

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7 Reasons Why I Charge Based On Income & Net Worth

Net worth is the number you get when you add up all the things you own (bank accounts, investments, property) and you subtract all the things you owe (student loans, credit cards, mortgage). This is your net worth or your personal balance sheet. I like the term personal balance sheet, in lieu of net worth, Read more about 7 Reasons Why I Charge Based On Income & Net Worth[…]

10 reasons Financial Planning is important with Young Families!

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Here are ten powerful reasons why financial planning – with the help of an expert fee based financial  planner – will get you where you want to be. Income: It’s possible to manage income more Read more about 10 reasons Financial Planning is important with Young Families![…]