Credit Tips for Teens To Build a Strong Financial Future
As parents, it's our responsibility to prepare our children for the complexities of adulthood, and one crucial aspect often overlooked is...
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CQ
Jul 20, 20232 min
Is Your Estate Plan Complete?
What does your estate plan look like? If your estate plan is incomplete, the government may provide one. However, most individuals prefer...
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CQ
Jul 14, 20232 min
3 Steps to Shape Your Portfolio with Values-Based Investing
I’ve been thinking about values-based investing a lot lately. It seems that in recent years, there has been a surge in the popularity of...
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CQ
Jul 7, 20232 min
Advanced Financial Planning Strategies for Estate Financial Planning
When it comes to securing your financial future and ensuring your estate is well-prepared for the future, advanced financial planning...
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CQ
Jun 29, 20232 min
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...
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CQ
Jun 23, 20233 min
Tax-Free Retirement Income Strategies: Benefits of the New IRA for Peace of Mind
The Changing Landscape of Retirement Planning In the past, Americans could rely on pensions and Social Security for a secure retirement....
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CQ
Jun 12, 20233 min
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...
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CQ
Jun 8, 20232 min
Avoiding Investment Mistakes: 4 Key Lessons Learned from FTX and Enron
The collapse of Enron and the recent turmoil surrounding FTX highlight the importance of avoiding investment mistakes and implementing...
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CQ
Jun 2, 20232 min
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...
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CQ
May 25, 20232 min
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...
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CQ
May 18, 20232 min
Claiming Social Security Benefits While Working: Understanding the Earnings Limit
Claiming Social Security benefits while continuing to work requires careful consideration to maximize your retirement income. In this...
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CQ
May 11, 20232 min
Scam Prevention Tips: How to Protect Yourself from Scams
The Federal Trade Commission found that people lost $8.8 billion to fraud last year, up more than 30% from 2021. Anyone can become a...
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CQ
May 5, 20232 min
Will Resilience Be the Theme for 2023?
Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to...
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CQ
Apr 28, 20232 min
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...
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CQ
Apr 24, 20232 min
What Happens if I Miss the Tax Deadline? A Guide to Late Filing Penalties and Fees
If you have missed the April deadline to file your taxes, there's no need to panic about what happens if you miss the tax deadline. You...
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CQ
Apr 17, 20232 min
How to Diversify Against the US Dollar: Protecting Wealth from the US Dollar Decline
As the US Dollar faces potential volatility and decline, it becomes increasingly important to explore strategies to diversify and protect...
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CQ
Apr 3, 20232 min
What is a Trust? Different Types, Uses, and Examples
Understanding What a Trust is and How It Works What is a trust? Trusts are legal arrangements where a trustee holds a grantor's assets...
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CQ
Mar 24, 20232 min
Tax-Free Retirement Planning Options
Understanding the Benefits of Tax-Free Retirement Planning Did you know you can utilize life insurance as a tax-free retirement option?...
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CQ
Mar 2, 20232 min
3 Essential Retirement Expenses You Shouldn't Overlook
Planning for retirement involves considering various expenses, but some crucial costs often go unnoticed. While healthcare and living...
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CQ
Feb 17, 20233 min
What is the B.O.Y. Method?
THE B.O.Y. METHOD - Bank On Yourself THE B.Y.O.B METHOD- Be Your Own Bank INFINITE BANKING METHOD Whatever you want to call it. There...
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