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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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Credit Card Cash Back Rewards: A Beginner’s Guide to Earning More

You see the ads and hear the term all the time: "credit card cash back rewards." It sounds like free money, but the world...

Venmo Payment Not Showing Up in Your Bank? Don’t Panic – Here’s the 3-Step Fix

Your heart just did that little thump-thump thing, didn't it? You checked your bank account, and the Venmo payment you were counting on... The one from...

Stop Asking “Can I Afford It?” Ask These 3 Questions Instead

The knot in your stomach when you look at a price tag? The flash of anxiety when a friend books a lavish vacation? That’s...

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?...

Different Types of Student Loans: What You Need to Know Before You Borrow

Are you overwhelmed by the maze of student loans out there? You're not alone. In fact, 70% of college students graduate with a significant...

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...

Amazon Prime Cons: The Dark Side of Amazon Prime & Reasons to Think Twice

As Amazon Prime continues to expand its services, the cons of being an Amazon Prime member become increasingly important to consider. Whether you're already...

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...

7 Great Quotes to Heal Your Relationship With Money & Think Like a Millionaire

What if a single thought could turn your bank balance into your biggest ally? Your relationship with money is one of the longest and...

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...