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Start 2017 With a Financial Cleanse by Michael Schupak in West New York NJ

Start 2017 With a Financial Cleanse

Do you feel like you’ve lost control of your finances recently? Maybe you went overboard during the holiday season, or you’ve become lax in monitoring..

By: Michael Schupak

Tags: For Consumers, Financial Planning, Saving Tips, Personal Finance

Posted: 01/31/2017

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Paralyzed by Fear or Uncertainty? Make a Plan! by Didi Dorsett in Historic Occoquan VA

Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..

By: Didi Dorsett

Tags: Financial Planning, Plan, Emergency Fund, Retirement, For Consumers

Posted: 11/03/2016

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When It Makes Sense to Buck the Traditional Financial Advice by Catherine Hawley, CFP® in Monterey CA

When It Makes Sense to Buck the Traditional Financial Advice

Let’s say that you’re 30 and you inherit $500,000. What should you do with the money?   Traditional financial planning advice might look something..

By: Catherine Hawley, CFP®

Tags: Personal Finance, Financial Planning, Financial Advice, Traditional Financial Advice, Buck Traditon, Financial Regrets, Regret, No Regrets

Posted: 10/12/2016

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Top 5 Financial Mistakes Beginners Make by Catherine Hawley, CFP® in Monterey CA

Top 5 Financial Mistakes Beginners Make

There’s a lot of financial advice out there. Enough that your head starts to spin when you try to take it all in, understand it, and figure out which pieces..

By: Catherine Hawley, CFP®

Tags: Financial Planning, Financial Mistakes, Financial Planning Mistakes, Top 5 Mistakes, Top 5 Financial Mistakes, Financial Beginners, Financial Planning Beginners

Posted: 09/21/2016

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A Different Take on Retirement Planning by Catherine Hawley, CFP® in Monterey CA

A Different Take on Retirement Planning

I think it's safe to say that we all have the goal of one day reaching financial independence. That is, the point at which we have enough money in savings and investments..

By: Catherine Hawley, CFP®

Tags: Saving, Spending, Retirement Saving, Retirement Spending, Retirement, Retirement Planning

Posted: 09/07/2016

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How to be Mindful About Costs When Planning a Wedding by Catherine Hawley, CFP® in Monterey CA

How to be Mindful About Costs When Planning a Wedding

I’m in the middle of wedding planning right now, and it has opened my eyes to just how incredibly expensive this whole thing can be! I’m a frugal person..

By: Catherine Hawley, CFP®

Tags: Weddings, Wedding Expenses, Wedding Costs, Planning A Wedding, Wedding Planning, Wedding Budget, Wedding Costs

Posted: 06/30/2016

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The Hypocritical Financial Planner by Catherine Hawley, CFP® in Monterey CA

The Hypocritical Financial Planner

As a financial planner, my job is to help people make smart financial decisions. That means planning ahead for big purchases, making rational spend vs. save decisions,..

By: Catherine Hawley, CFP®

Tags: Planning, Impulsive Spending, Financial Indulgence

Posted: 06/13/2016

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Financial Planner as Consultant by Andrew Marshall in Carlsbad CA

Financial Planner as Consultant

On my blog, one of the topics I like to cover is explaining how the personal financial advice industry works. Most people get financial advice from someone who..

By: Andrew Marshall

Tags: Financial Help, Fee Only, Trusted Advice

Posted: 05/16/2016

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Plant Power Investing by Thomas Nowak, CFP® in Grayslake IL

Plant Power Investing

Evidence increases by the day that more consumers are moving towards a plant-based diet. How can the average investor take advantage of this trend? Low-cost index..

By: Thomas Nowak, CFP®

Tags: For Consumers, Investing, Sustainable Investing, Sri, Health

Posted: 02/11/2016

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Powerball Confessions of a Personal Financial Planner by Didi Dorsett in Historic Occoquan VA

Powerball Confessions of a Personal Financial Planner

As I wrapped up a financial planning presentation with clients last week, we laughed when we realized we were all going to buy Powerball tickets on our way home..

By: Didi Dorsett

Tags: For Consumers

Posted: 01/12/2016

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For a Successful Financial Plan, You’ll Spend Money — and Time by Mike Chamberlain, CFP® in Santa Cruz CA

For a Successful Financial Plan, You’ll Spend Money — and Time

On the surface, the cost of a financial plan is simple: generally between $2,000 and $4,000, depending on its complexity and where you live. But dig..

By: Mike Chamberlain, CFP®

Tags: For Consumers, Nerdwallet

Posted: 01/07/2016

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The True Value of Money by Catherine Hawley, CFP® in Monterey CA

The True Value of Money

Why are you working so hard to make good financial decisions? Why are you tracking your spending, living by a budget, paying off debt, building an emergency..

By: Catherine Hawley, CFP®

Tags: Meaning, Financial Planning, Goals

Posted: 12/14/2015

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