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Halloween And Your Finances: 6 Scary Money Stats To Be Aware Of
Halloween is a time for getting together, carving pumpkins, dressing up, and telling scary stories. Your finances can be part of the conversation. This spooky season, let’s discuss some scary facts about money today and how you can avoid becoming part of these statistics.
Ready For Open Enrollment? How To Pick 5 Benefits Besides Health Care
Open enrollment often involves a lot of terms outside of the standard health insurance. Here are some other common insurance and investment benefits that come up during open enrollment and how to consider each category.
6 Things To Know Before Selecting Or Changing Your Health Coverage
For many employees, open enrollment for benefits selection occurs between October and November. Selecting from a long list of choices can be overwhelming to say the least.
Why It’s Okay To Rent Forever: Part 2
A house is also not a bank account. If you end up retiring and your home is your only asset, it can be difficult to monetize. People who skip retirement funding in favor of housing payments and hope to retire on the value of their home may be in for a surprise.
Why It’s Okay To Rent Forever: Part 1
What do you think about when you picture the American Dream? For many, it includes marriage, kids, and buying a home with a white picket fence. But, not all of those elements are required for happiness or financial stability.
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I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.