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Category: Financial Planning & Budgeting


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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

January 27, 2023

There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…

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7 STEPS TO PREPARE FOR A RECESSION

7 Steps to Prepare for the 2023 Recession

January 25, 2023

A recession is undoubtedly going to occur in 2023. Leading indicators, economic indicators that lead the overall economy, are signaling a 98% probability that…

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Recessions are good

Recessions are Good

January 12, 2023

The economy is standing on the precipice of entering into a recession. Leading indicators, economic indicators that precede the overall economy, are forecasting a…

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Sequence of Savings 1

Sequence of Savings

January 5, 2023

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

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tax loss harvesting ultimate guide cover image

Is Tax-Loss Harvesting Worth it?

January 3, 2023

Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…

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4 Best Ways To Budget That Work

The 4 Best Ways To Budget That Actually Works

November 22, 2022

Whether you make $100K/year or $1MM/year, you likely need a budget. We have worked will all different types of individuals, each with their own…

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What is an HSA

What Is An HSA And How Does It Work

September 22, 2022

The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

July 3, 2022

There is a little-known strategy where one could save up to $40,500 into a Roth IRA per year. Sound too good to be true…

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Why Work With A True Fiduciary Advisor

Why You Need To Work With A True Fiduciary Financial Advisor

March 17, 2022

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

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