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A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

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A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

Faster Funds? Chase Mobile Check Deposit Guide (2025 FAQs)

Still driving to the bank to deposit checks? With Chase Mobile Check Deposit, you can snap a photo and get your funds. Often by...

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Risk Tolerance in Investing: How Much Risk Can You Really Handle?

Let's stop guessing about your risk tolerance. After nearly 30 years of guiding clients through the euphoria of the dot-com bubble, the gut-wrenching panic...

Annuity Riders: A 2025 Financial Advisor’s Guide to a Secure Retirement

The straight answer: An annuity rider is an optional feature you can add to an annuity contract to provide specific benefits, like guaranteed lifetime...

Answers Chime Credit Builder Card & Spot Me Users Need To Know (2024)

Ever wondered how to navigate the complex world of credit score building without getting lost in the financial jargon? Answers Chime Credit Builder Card...

Are Routing Numbers Always 9 Digits? Navigating Banking Basics

Routing numbers are like special codes used in money matters. They help find banks and credit unions. But do all these codes have to...

Finding Your Dollar Bank Routing Number: The Correct 2025 Guide

After nearly 30 years of helping clients set up their financial lives, I've seen how a simple 9 digit number can cause major headaches....

Double a Penny For 30 Days – How Much Is A Penny Doubled For 30 Days Worth?

Do you want to unlock the secret to exponential growth? Well, buckle up because we're about to reveal the magic of a single penny doubling for 30 days. Imagine...

Compounding Interest’s Hidden Accelerant: Strategies to 10x Your Wealth & Exponential Growth

Ever stared at your 401(k) statement, wondering if that 0.8% creep is real progress or just inflation's cruel joke? In my three-decades in the...

Florida 529 Plan Guide 2025: Savings vs. Prepaid, Clearly Explained

What parent doesn't dream of a bright future for their child? As a personal financial planner for almost 30 years, I’ve sat with hundreds...

Using a Roth IRA for College: A Planner’s Guide to the Hidden Traps

As a retired financial planner and a father of two college-aged sons, I’ve spent countless hours at the kitchen table with families mapping out...

How to Write a Check Correctly in 2025: A Step-by-Step Guide

In my near 3 decades as a financial planner, I’ve noticed a funny thing: the more digital our money gets, the more intimidating the...

How to Start Investing: A Beginner’s 3-Step Guide into 2026

Feeling like you should be investing, but the thought of it is completely overwhelming? If you hear terms like "asset allocation" and "expense ratios"...

Cryptocurrency Unveiled: How Digital Currencies Work & Should You Invest in 2025?

In late 2024, I sat with a client, a successful dentist, who, against my advice, poured $50,000 into a dozen obscure altcoins after seeing...