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How to Conduct a Mid-Year Financial Checkup and Assess Financial Goals
Evaluating Your Financial Goals Mid-Year Achieving financial success requires periodic evaluation and adjustment, especially considering...

CQ
Jun 29, 20232 min read


Investing in Financial Health: 5 Financially Smart Graduation Gifts for a Secure Future
With graduation season upon us, it's time to celebrate the achievements of our college graduates and support them on their journey into...

CQ
Jun 12, 20233 min read


Financial Planning for a Regret-Free Future: Minimizing Financial Regret
What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This...

CQ
Jun 2, 20232 min read


Aligning Your Money with What Truly Matters: A Journey of Purpose and Financial Freedom
The Fisherman, the Businessman, and the Pursuit of Meaningful Wealth A fisherman and a businessman cross paths, and the businessman asks...

CQ
May 25, 20232 min read


Joint Finances for Newlyweds: 4 Fundamentals
Managing finances as a newlywed couple is important to building a solid foundation for your life together. By working together and...

CQ
Apr 28, 20232 min read


Financial Goal Planning: A Lifetime's Worth of Financial Goals
What are your financial goals? The answer to that question will change throughout your life, but with proper financial goal planning, you...

CQ
Oct 28, 20222 min read


Valuable Financial Lessons from Lottery Winners: How to Manage Lottery Winnings
Winning the lottery is a life-changing event that brings both excitement and challenges. Lottery winners often find themselves in...

CQ
Sep 9, 20222 min read


Parental Guidance for Young Adult Finances and Helping Young Adults with Financial Independence
Economic factors are forcing many young adults to turn to their parents for continued financial support. Just last year, 58% of 18- to...

CQ
Aug 26, 20222 min read


Developing a Healthy Money Mindset: Money Mindset Tips and Strategies for Financial Well-being
The Power of a Healthy Money Mindset It's hard to find any good news about finance these days. Market forecasters are starting to use the...

CQ
Jul 29, 20222 min read


Don't Fall for These 5 Finance Faux Pas
Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term...

CQ
Jul 1, 20222 min read


How to Choose Between Joint and Separate Finances
To merge or not to merge? Whether moving in together, getting married, or living as civil partners, long-term couples eventually face...

CQ
May 13, 20222 min read


Empowering Generosity: Crafting Your Family Giving Plan for a Brighter Future
Do you and your family want to make a positive impact in the world? Creating a family giving plan can not only help fund nonprofits...

CQ
Mar 18, 20222 min read


How to Manage Multiple Financial Priorities? 5 Effective Strategies
Retirement is a huge goal, but it probably isn't your only financial objective. Other significant milestones in your future might be...

CQ
Mar 4, 20222 min read


How to Create a Financial Safety Net: 4 Ways of Planning for Unexpected Expenses
Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues, and more...

Chris Quintana
Dec 31, 20212 min read


Vital Discussions in Financial Planning for Married Couples
Have you and your spouse ever found yourselves in disagreements over money matters? You're not alone. Shared finances can be tricky to...

Chris Quintana
Oct 1, 20212 min read


Things to Consider When Lending Money to Family
Financial Peace of Mind Achieving financial security brings a sense of tranquility. The freedom from worrying about bills and retirement...

Chris Quintana
Jul 16, 20212 min read


What is Lifestyle Inflation, and Is It Avoidable?
More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you're naturally...

Chris Quintana
Jul 2, 20212 min read


How to Protect Your Assets
What lies ahead? Predicting the future is impossible, but that doesn't mean you have to feel caught off guard during times of...

Chris Quintana
Feb 26, 20212 min read


Looking Ahead: What to Consider for 2021
At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order. But, the...

Chris Quintana
Jan 15, 20212 min read


5 Common Financial Mistakes to Avoid
Planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But it's surprisingly easy to make...

Chris Quintana
Jan 1, 20212 min read
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