Blog

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November 25, 2023

Saving Money on Taxes

As 2023 comes to an end, people are asking about tax saving strategies. Here are a few to consider.

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November 18, 2023

Common Investing Mistakes

Recognizing common behavioral mistakes can make a world of difference in your portfolio's performance. Here are three issues that often trip up investors and how to navigate them.

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November 11, 2023

Avoiding Lifestyle Creep

Lifestyle creep is a phenomenon where people increase their spending as their income increases, leading to a higher cost of living and less disposable income. This can be a dangerous cycle that can lead to financial instability and debt.

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November 4, 2023

Pay Yourself First

Your savings rate is key for measuring your financial health and achieving financial independence.​But which comes first: saving money or paying expenses?

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October 28, 2023

Healthcare Plans

It's that time of year when you can sign up for a new health insurance plan or change your existing plan. It's important to choose a plan that meets your needs and budget.

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October 21, 2023

The Death of Active Management

The latest SPIVA report card was just released showing a whopping 97% of mutual funds underperforming their own benchmarks.​There is no legitimate excuse to be paying Wall St. mutual fund stock pickers anymore.

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