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Latest From Our Blog

7 Deadly Sins of Finance

The financial markets can quickly punish investors who make poor investment decisions, such as not being properly diversified or trading penny stocks. However, poor financial decisions such as over-borrowing and overspending can have damaging consequences as well. Here are what I call the 7 Deadly Financial Sins, which can lead to critical money mistakes, and what you can do to avoid them.

7 Signs You Need A Financial Planner

Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care of a nagging injury, fixing the sink, changing the oil in your car or doing your own taxes. The same questions often arise about finances and financial planning.

10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They are saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes. And some are making them over and over, digging a hole from which it may take years to climb out.