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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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Can You Buy a Money Order With a Gift Card? The Workaround

You know that burning question everyone has - "Can I actually buy a money order with a gift card?" Well, I'm going to let...

How to Rebuild Credit By Slashing Your Utilization Ratio: Expert’s Step-by-Step Guide

Ever felt like your credit score is a black box, rigged against you? You’re not alone. The national average FICO score dropped to 715...

What Is A Financial Coach And Can a Money Coach Help You?

Have you ever felt overwhelmed by your finances and wished for a guiding hand? Welcome to "How a Financial Coach Can Transform Your Life."...

Is a Financial Coach Worth It For You? Find Out Now

After nearly 30 years as a financial advisor, I've seen firsthand how invaluable personalized financial coaching can be for many people. However, some may...

Rocket Money Review: Is Rocket Money Safe, Legit or a Scam?

Are you on the lookout for a tool that simplifies your financial journey? Discover our insightful Rocket Money Review, your guide to mastering budget...

Why Most Financial Goals Fail: A Planner’s Guide to Setting Goals That Actually Work (2025)

You’ve probably set a financial goal before. Maybe it was to "save more money," "pay off debt," or "invest for the future." You started...

Free Net Worth Calculator: Calculate Your Net Worth Online Quick & Easy

Are you curious about your financial standing? Wondering how much you're worth in the grand scheme of things? Look no further than the included...

Stop! Keeping Up With the Joneses Meaning & Origin – The Joneses Are Broke

Did you ever feel like you are making decent money but can't keep up? You are not alone. We all occasionally envy the homes...

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...

Financial Advisor Fees 2026: A Planner’s Guide to Dodging the Hidden 1.65% Trap

For nearly three decades as a financial planner, I’ve learned that the most dangerous number in your portfolio isn't a market downturn. It's financial...

Ramit Sethi Conscious Spending Plan Explained: Transform Your Budget

Are you fed up with traditional budgets that seem designed to suck the joy out of life? You're not alone. In fact, according to...

New Discover Card Designs – The Easy Way To Choose

Have you ever wished your credit card felt more personalized? Discover now offers over 130 unique card designs to match your passions and interests....