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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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The Chime Users Reality of Online & Same-Day Payday Loans (2025): Guide to Avoiding Traps

Hello, Michael Ryan here. With almost 30 years in financial planning, I’ve seen countless financial innovations. And just as many ways for folks to...

Is $100,000 a Year Really “Good Money” in 2025? An Advisor’s Unfiltered Perspective

So, you're eyeing that six-figure milestone, or maybe you've recently crossed it. One hundred thousand dollars a year. For decades, it’s been a powerful...

Chime SpotMe: Master Fee-Free Overdrafts & Take Control of Your Banking

In 2025, overdraft fees remain the silent budget assassins, quietly draining thousands from everyday Americans annually. I remember a client from March 2024, who...

Chase Routing Number: Your Ultimate Guide to Finding & Using It Correctly in 2025

That Nine-Digit Panic? Let's End It Now. Ever been ready to set up a direct deposit for that new job, or wire funds for a...

Pay Raise Power: Calculate Your Pay Raise Boost With Our Pay Raise Calculator

That "Raise" Feeling... Followed by "Wait, Is That All?" You got the news – a pay raise! That initial surge of excitement, the visions of a...

Annual Income Calculator: How To Calculate Your Gross & Household Pay (2025)

Ever feel like you're lost in a complex "Financial Maze" when it comes to your paychecks, taxes, and deductions? You're not just imagining it. Many clients...

Your Credit Score’s Secret Weapon? Credit Utilization in 2025: Calculator & Worksheet Inside!

Ever stared at your credit score and felt like it’s some mystical number decided by a secret society? You think you're alone? After 25...

How to Read a Check in 2025: Crack the Routing & Account Numbers Before the Bank Does

Alright, let's cut to the chase. You've got a check in your hand, and it looks like a secret code. You need to find...

The 10 Best Personal Finance Books for Beginners to Read in 2025

As a financial planner with nearly 3 decades experience, I’ve seen one thing derail more financial futures than bad investments or market crashes: inaction. People...