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Four Tips for Downsizing in Retirement
Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals. 1. Set goals for downsizing Before you make any…
Read MoreWhat’s Your Money Script?
Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil. Do any of these expressions ring true for you? As it turns out, the money beliefs our families espoused while we were growing up may have a profound effect on…
Read MoreQuestions To Ask Before You Buy That Thing You’ve Always Wanted
Even if you’re generally comfortable with your finances, you may occasionally worry about how much you’re spending, especially if you consistently have trouble saving for short- or long-term goals. Here are a few questions to ask that might help you decide whether a purchase is really worth it. Why do I want it? Maybe you’ve…
Read MoreHow Can I Protect Myself From Digital Deception?
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you get an enticing text message claiming that you’ve won a free vacation to the destination of your choice — all you have to do is click on the link you…
Read MoreInfographic: Financial Tips for Young Adults
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Read MoreWhen Financially Successful Families Fall Off the Wagon
Partner, WJ Rossi, was featured in the recent US News & World Report article, “When Financially Successful Families Fall Off the Wagon.” To read the article please click here.
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