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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...

How to Choose The Best Rewards Credit Card in 2025: The One That’s Right For YOU

Are you trapped by credit card offers? You're bombarded with ads for colossal sign-up bonuses. And hear stories of friends booking international flights with...

Mortgage & Home Title Fraud: What Every Homeowner Needs to Know

As a security and fraud investigator who teaches White-Collar Crime, I've seen the aftermath. Deed & home title fraud isn't a technical problem, but...

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2025 No-Nonsense Guide to Setting Financial Goals That Actually Work

Alright, let's have a frank conversation. For over 25 years, I’ve seen more people get lost in their own finances than I’ve seen get...

Make a Free Budget Worksheet – Free & Printable Financial Budget Template

Are you tired of feeling like your finances are out of control? Do you struggle to keep up with bills and expenses every month?...

The Best Online Brokers for Beginners in 2026: An Expert’s Unfiltered Review

Investing in the stock market can feel like stepping into a labyrinth. With hundreds of online brokers all promising "zero fees" and "powerful tools,"...

What is a Stock Broker? Definition, Types, Qualifications and Benefits of Working With One

Are you interested in a high-paying career in the financial sector? Do you enjoy analyzing markets and providing investment guidance? If so, a job...

DoNotPay Review: Legit Robot Lawyer, The Lawsuit, & The Truth About the $36 Charge

I’ve been a financial planner for over 25 years, and if there’s one thing I’ve learned. It’s that when something sounds too good to...

Your Final Paycheck Checklist After Quitting Your Job: PTO, Severance & State Laws

You’ve made the decision. You’re quitting your job. Whether you’re moving on to something better or just escaping something toxic, the time between giving...

7 Credit Card Scams That Hack Your Brain, Not Just Your Wallet: A 2025 Defense Guide

You get a text message, supposedly from your bank: “Suspicious activity on your account. Click here to verify.” Your heart is pounding. Is this...

FDIC Insurance in 2025: The Complete Guide to Protecting Your Money

Let’s talk straight. In the wake of recent financial turbulence, it's natural to look at your bank balance and ask a question that gets...

The Psychology-Backed Financial Goals Worksheet & Checklist For 2025

Let’s be brutally honest. You’ve tried this before, haven’t you? A new year, a birthday, or just a sudden wave of financial anxiety hits,...

What is Grid Code G? A Planner’s 4-Step Guide to Removing It

On March 12, 2024, I sat across from Karen, who’d just trusted me with her retirement plan for the tenth time. When she blanched...

A Planner’s Confession: The Real Reason You Overspend (And How to Stop Spending Money)

After 25 years as a financial planner, I can tell you that the most financially fragile people I’ve met weren’t the ones with the...

Money Stash App Review: Legit Cash Advance or a Debt Trap?

When you’re in a tough spot and need emergency cash, the promise of a fast, no-credit-check loan can feel like a lifeline. You’ve probably seen...