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Behavioral Finance

How to set financial goals for the New Year

We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through as they relate to #financialgoal setting. [av_video src=’https://www.youtube.com/watch?v=4PD3VDkwEdA’ mobile_image=” attachment=” attachment_size=” format=’16-9′ width=’16’ height=’9′ conditional_play=” id=” custom_class=” av_uid=’av-28hxkt’]  

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How to Set Your Financial Goals For 2022?

What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on?  Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you

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Are you in the best financial situation to start 2022?

As COVID-19 continues to shift and change life and the world around us, how are you financially situated for 2022? If you have been one of the lucky ones that continued to have your job during this time you will likely have felt stress. This hasn’t been an easy time

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3 tips for women to help overcome pay gaps

“No matter how much women prefer to learn, to be protected and supported, nor how much men prefer to have them do so, they must make the voyage of life alone, and for safety in an emergency they must know something of the laws of navigation.” —Elizabeth Cady Stanton,1892 These

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Why you need to prepare yourself for the financially unexpected

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad, it should. There are ramifications to financial events beyond mere dollars and cents. Divorce, disability, job loss — they may seem unconnected financially, yet they share some common characteristics. All

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Keeping a long-term focus in face of short-term challenges

As we start to emerge from the COVID-19 pandemic, and life shifts back toward “normal” for many, I have a lot of folks telling me they’re struggling with thinking about long-term planning. And that makes sense, since we’ve seen how quickly our long-term plans and goals can be turned upside

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