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saving and spending

How to take control of your cash flow

How to Take Control of Your Cash Flow

I believe the venerable Wu-Tang Clan hit the target when they posited that “cash rules everything around me”. It’s a simple yet profound fact of the modern world we live
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comingling finances, marriage, financial planning

Our Journey of Comingling Finances Before Getting Married

What does a financial planner reflect on in the final days before getting married???  Finances. Ok. Sure – a couple of other things too… But it’s up there. It’s who
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Upbeat Wealth on the News: Planning your Christmas Budget

Mike Turi sits down with host Malik Mingo on Great Day Louisiana’s Christmas in July special about planning your end-of-year gift budget. Great Day Louisiana: Christmas in July Budgeting for
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Upbeat Wealth on the News: The Truth Behind Credit Cards

Upbeat Wealth Founder Mike Turi joins Great Day Louisiana’s Malik Mingo to discuss the truth behind credit cards. Check out the video and the blog below for the good, the
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Risk Checklist

A general checklist for evaluating financial risk in your life.

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