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  • Financial Jargon Defined: Self-Insurance

    Jason Dahl, CFP®, CIMA®, CLTC

    As we said last month, the world of finance and investments is notorious for its extensive use of jargon. With a goal of enhancing financial literacy and making the finance world more transparent, we are committing to a “monthly jargon” post that will focus on debunking various financial terms that are continuously used sans explanation. This month, we are addressing “self-insurance.”

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • MONEY HACKS: Are You ‘Bad” with Money?

    man with money flying from walletEver catch yourself saying, “I’m bad with money.” I caught a recent article by Ramit Sethi on CNBC where he talks about the steps you need to take to empower yourself when it comes to your own finances. In this video, I discuss Sethi's 3-steps to owning your finances. You can read the full article here and for extra credit, check out this awesome podcast he did with Tim Ferriss!

  • MONEY HACKS: What to Expect with New Pet Expenses?

    group of cute petsPets are a big commitment, and before making any decisions you need to make absolutely sure you’re ready for it. So, whether you’re adopting or buying a new “best friend,” will impact your wallet. We tried to shoot a video with my new friend Keelie¸ a loving puggle puppy… but we really didn’t get to say much. So check out some of these resources on expected (and unexpected) pet expenses to consider: How much does it cost to care for a puppy and Can you afford a furry friend? 

    In this video, I’m joined by my new friend Keelie, a loveable puggle puppy. We go through some of the first time pet expenses to be aware of and if you want to learn more about Keelie please check out this article

  • MONEY HACKS: Is FOMO Impacting Your Savings?

    FOMOOver the last several years, a new “condition” called FOMO, or the ‘fear of missing out,’ has struck people across the globe, young and old. The idea: we are afraid of missing out on an experience – something cool! So, instead of being prudent – we just do it, which often means spending instead of saving. For example, let’s say your friend invites you to a concert hundreds of miles away. While you really don’t have the money saved to take the trip, you do it anyways because you’re worried you’ll be left out. In this video, I talk about a recent article citing FOMO as a major disruption to our finances and my view on how you can resist the overspending to enjoy more of your life.  Also, here’s the initial article.

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