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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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Are Routing Numbers Always 9 Digits? Navigating Banking Basics

Routing numbers are like special codes used in money matters. They help find banks and credit unions. But do all these codes have to...

Finding Your Dollar Bank Routing Number: The Correct 2025 Guide

After nearly 30 years of helping clients set up their financial lives, I've seen how a simple 9 digit number can cause major headaches....

How to Get Out of a Reverse Mortgage Loan – Everything You Need To Know

Reverse mortgages allow older homeowners to tap into their home equity without having to make monthly mortgage payments. But what happens when you want...

Want to Know How to Calculate Net Worth? The 5-Minute Financial Health Check

Most people think their net worth is just a score. That their net worth statement is a number that tells them if they’re winning...

How to Get a Startup Business Loan with No Money or Revenue & Fund Your Small Business

Are you dreaming of starting your own business but don't have any money to get it off the ground? Don't worry, because it is...

The Ultimate Guide to Short-Term Business Loans: Funding Your Success

Every business reaches crucial junctures where a bit of financial fuel can make all the difference. Maybe you spot an ideal new location but need...

The Ultimate Guide to Car Price Negotiation: An Advisors Insider Playbook for 2026

Walking into a car dealership can feel like stepping into the lion's den. The fear of being manipulated, of overpaying for a new car...

Home Buying Guide: What a First Time Home Buyer Needs To Know To Buy a House

Unlocking the Door to Your Dream Home: A Home Buying 101 Guide Are you ready to step into the realm of homeownership? The path to...

Looking For a Mortgage Loan? Learn to Understand & Choose The Right Mortgages 

Are you ready to take the plunge and become a homeowner? The first step in the homebuying process is getting a mortgage, and it's...

Unlock Savings: How to Refinance Your Auto Loan

Are you feeling burdened by your car loan payments? Did you know that refinancing your auto loan could be the solution you've been searching...

Auto Loan Pre-Approval: How To Get Preapproved For a Car Loan

Are you planning to buy a new car? Whether it's a brand new or used car, securing financing is often necessary. So, how can...

How to Write a Check Correctly in 2025: A Step-by-Step Guide

In my near 3 decades as a financial planner, I’ve noticed a funny thing: the more digital our money gets, the more intimidating the...