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Plan Well, Retire Well

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Young woman thinking of values

Reflect

As the seasons shift, now is an excellent time to pause and reflect. This past week I’ve been reflecting on how my values affect my choices, including my financial decisions. I find taking time to reflect before the holiday season (defined by me as Halloween through my sons’ birthdays in January)...
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piggy bank, christmas lights

Four Month Spending Plan

While it’s only September, as a financial educator I’m thinking about my holiday budgeting and spending. Why am I thinking about this now? Because lots of other people are too! According to the National Retail Federation 18% of people start their holiday shopping in September or earlier. Here are...
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Podcast Who Should Pay for College?

Who Should Pay for College Expenses?

Do you think the student should pay for their own college expenses?  Or is it the parents’ responsibilities?  This is a tough question! Sasha Grabenstetter and I discuss this in the latest Family Financial Feuds podcast, ...
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Why I stopped tracking most of my expenses…

If you can believe it, I've been blogging for almost six years now. As a financial educator, writing these words on the internet might mean that I could be banned from the "financial educators club", but the fact of the matter is that for almost a year now I've struggled with tracking ALL my...
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How to Choose a Financial Professional

We can't be an expert in all topics. That's why we seek help from people who have expertise in areas we don't. Financial professionals can help you explore alternatives and strategies to best manage your finances. People seek help from financial professionals for a variety of reasons, and you...
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