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Financial Planning

Can You Really Stop Saving? Understanding Coast FIRE

Coast FIRE: So Hot Right Now Why wouldn’t it be! I get to *coast* to financial independence? Sign me up! And robots + humans agree! It’s all the rage. ChatGPT
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How to Prioritize Financial Goals When Everything Feels Important

How to Prioritize Financial Goals When Everything Feels Important

Do you ever feel like you’re giving everything you have to balance it all? As if you’re sitting 8 feet high on a unicycle… with a stack of dishes towering
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Trump Accounts: How They Work & Whether You Should Open One

Trump Accounts: How They Work & Whether You Should Open One

As if you didn’t already have enough things to consider when thinking about your child’s future, another ball has been tossed your way to mentally juggle. Enter the Section 530A
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The risk of holding too much cash

The Risk of Holding Too Much Cash & What to Do About It

Too Much Cash?! Yes, it’s possible. Much like any time I sit down with a spoon and a pint of Ben & Jerry’s, the same holds true with cash… You
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Should You Buy or Lease a Car in 2026? Costs, Financing, and Smart Strategies Explained

Why Buying or Leasing a Car Feels So Complicated Choosing a set of wheels is on the Mount Rushmore of tough consumer decisions. It’s right up there with becoming a
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What is enough?

What is Enough?

What is “enough”? There’s nothing like a major life milestone to bring on a spell of deep reflection. Since having our daughter a few months ago, I’ve really been chewing
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Financial Checklist for Expecting Parents

Financial Checklist for Expecting Parents: What We Did by Trimester

The Key Financial Planning Decisions We Made When Expecting Are you planning to grow your family, or already expecting the newest addition? If so, I hope this post serves as
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Planning a Wedding Without Losing Your Mind or Your Shirt

Wedding Budgeting for Couples: How to Plan a Wedding Without Financial Stress For most couples, planning a wedding marks their first serious financial discussion together. It’s a major step up
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open enrollment pregnancy benefits

Employee Benefits to Take Advantage of When Expecting a Baby

Employee Benefits to Take Advantage of When Expecting a Baby Traditionally, Open Enrollment is synonymous with health care. Assessing employer-sponsored coverage amid rising costs and premiums. In a previous piece,
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