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Financial Planner

What Is a Financial Advisor And Do You Need One?

A financial advisor (or planner) is a broad term and is generally used to refer to a professional who helps create a financial plan, gives advice, or manages your money. Here is what you need to know before hiring a financial advisor.

Micro-Investing: what you should know, What is Micro Investing

Micro-Investing: What You Should Know

Micro-investing is the process of routinely investing small amounts of money. Many people participate because it is easy to set up, and the amounts of money invested each time are so small that you won’t even notice the money has gone into an investment account.

How to Calculate Your Savings Rate

Calculate YOUR Savings Rate

Implement a consistent way of measuring financial progress over time that automatically adjusts for changes to saving, spending, and income.

Time, True Wealth

True Wealth

Net Worth must be considered in the context of our lives.


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What is Net Worth

Net Worth

Net Worth helps us assess our financial health, but most of us don’t track it, and some might not even know how to calculate it.

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