Category: 101 Level

Take your financial confidence to the next level!

LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.


December 22, 2018 0

10 Questions to Ask Your Financial Planner

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners the rest of their lives…
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November 13, 2018 0
Contingent Beneficiary

How to Choose Your Beneficiary Strategy Guide

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…
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October 20, 2018 0

What I Would Do With Five Years to Live

I used to think I was invincible, at times I even thought I may have been a robot. Now that I am older I have a ridiculously greater perspective of the world around me and where I currently see my place in it. Five years is a completely random time frame, but it is very similar to some of the questions I work with my clients to answer in their first meeting with me before…
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September 26, 2018 0
Internship

My Employer Does Not Offer a 401(k) Strategy Guide

  So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals. If you did have access to a 401(k) it would be a no-brainer to take advantage of the full matching that your employer provides because it is essentially…
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August 12, 2018 0
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