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Tag Archives: Financial Planner

Women and Financial Insecurity

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A recent article in the online version of the Wall Street Journal caught my attention. It was called “Clients From Venus.” Source It began by pointing out that women are becoming increasingly involved in personal finance. “Women control $8 trillion in assets in the U.S., and by 2020 are expected to control $22 trillion, according to TD Ameritrade Institutional, a ... Read More »

Should I Be Paying Myself First?

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“Dear Paul, Can I run my vanguard index fund assett allocation by you? Also planning to move and buy a more expensive home and would love some guidance there. So, I’m still sort of polishing up the exact percentages, but contributing roughly $4-5k each month approaching $250k total in our Vanguard taxable investment account this year and $50k in the ... Read More »

Chapter 8 – Your Money is Your Friend

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Chapter 8 – Your money is your friend Once you slow down your consumption of material goods and learn to find happiness within yourself, you will find you have more money to save and invest. You will be able to do much more with what you have and you will be surprised that more will follow. Your external wealth will ... Read More »

How to Move Past a Financial Disaster

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When I was 18 I was on top of the world. I had a good paying job at the mall, a checking account that was almost $500, and I felt that nothing could stop me. After getting my first paycheck it was time to get what I deserved. I bought some cool clothes. I bought some creatine at the local ... Read More »

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