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Picking the Best Rewards Credit Card for You: 2026’s Smart Approach

Ever feel like your credit card rewards are just buying you a cup of coffee when they should be funding a flight? You're not...

Picking the Best Rewards Credit Card for You: 2026’s Smart Approach

Ever feel like your credit card rewards are just buying you a cup of coffee when they should be funding a flight? You're not...

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Picking the Best Rewards Credit Card for You: 2026’s Smart Approach

Ever feel like your credit card rewards are just buying you a cup of coffee when they should be funding a flight? You're not...

15 Minute Monthly Financial Wellness Check In & Worksheet

Last week a client sat across from me and said something I hear at least twice a month. She had no idea where her...

Psychology Backed Financial Goals Worksheet. Behavior Meets Strategy

In my 25+ years as a financial planner, I've learned a powerful truth: the clients who succeeded weren't the ones with the most complex...

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How Long for a Check Deposit to Clear? A Financial Planner’s Guide

Deposited a check and now you're hitting 'refresh' on your banking app every five minutes? You know you're not alone. T hat frustrating gap between...

Amazon Refund Not Received? Your 4-Level Fix

The return tracking shows "Delivered," but your bank account is empty. Days stretch into weeks, and frustration turns to anger. It's a maddeningly common...

Student Loan Off Your Credit Report? Here’s Why (2025)

Did a student loan suddenly vanish from your credit report? Or are you trying to remove one? Before you celebrate or panic, let's be...

How to Borrow Money From Cash App (And When You Shouldn’t)

As a financial planner who has spent 25 years pulling back the curtain on 'easy money' offers, I can tell you this: The Cash...

What Salary Do You Need to Afford a $700k House in 2025?

Forget the generic online calculators for a moment. For a $700,000 house in 2025, the responsible income isn’t one number, It’s a spectrum from...

Emergency Loans for People on Disability: A 2026 Guide to the Safest Options

When you're living on a fixed disability income and a financial emergency hits, a car repair, an unexpected medical bill, the stress can be...

Is Plaid Safe? A Financial Planner’s 2025 Guide to Linking Your Bank Account

You're signing up for a new budgeting app like one of the best Rocket Money alternatives, and right when it's time to link your...

Discover Card: A Joke or a Genius First Credit Card?

Let's get this out of the way. You typed "Is Discover Card a joke?" into a search bar because you've heard the whispers. Maybe...

What Starting Credit Card Limit Will Venmo Give Me? A 2025 Data-Backed Answer

So, the Venmo app is dangling its credit card in front of you, and you're tempted. But before you agree to that "hard pull"...

From Dreams to Reality: How to Set  & Achieve Long Term Financial Goals Like a Pro!

Welcome to a brighter financial future! Are you ready to unlock the secrets of turning your successful long term financial goals into regality? Planning...

Maximize Your Budget: How Much Rent Can I Afford on 50k?

As a financial planner, I was often asked the question: how much rent can I afford on 50K? It is an important question for...

I Make 30k A Year Can I Buy A House?

Are you making $30k a year and wondering I make 30k a year can I buy a house? The answer is yes - but...