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WHAT ARE TARGET DATE FUNDS?

September 2, 2022

The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...

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WHAT ARE TARGET DATE FUNDS?

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

August 28, 2022

Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...

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FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

2022 STUDENT DEBT RELIEF

August 26, 2022

On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...

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2022 STUDENT DEBT RELIEF

CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

August 19, 2022

Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...

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CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

August 12, 2022

“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...

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ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

August 12, 2022

Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...

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SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

August 5, 2022

The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

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SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

GOODBYE POCO - LESSONS FROM MY SWEET DOG!

August 5, 2022

Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

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GOODBYE POCO - LESSONS FROM MY SWEET DOG!

SHOULD I BE TITHING ON A REGULAR BASIS?

July 29, 2022

As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...

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SHOULD I BE TITHING ON A REGULAR BASIS?

HOW TO BE ONE OF THE HAPPIEST RETIREES

July 29, 2022

Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...

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HOW TO BE ONE OF THE HAPPIEST RETIREES

WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

July 22, 2022

Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...

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WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

July 19, 2022

1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...

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RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

HOW LITTLE THINGS CAN MAKE A BIG IMPACT

July 15, 2022

How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...

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HOW LITTLE THINGS CAN MAKE A BIG IMPACT

PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

July 14, 2022

As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...

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PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

July 14, 2022

Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...

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BEAR MARKET STRATEGY: TAX LOSS HARVESTING

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

July 8, 2022

Need some extra cash? How about a side hustle? If you ask this question to anyone, I don’t think many people would say, “No thanks, I’m...

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SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

July 7, 2022

How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...

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THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

Tis the Season! Wedding Season that is!

July 1, 2022

Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...

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Tis the Season! Wedding Season that is!

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

June 30, 2022

Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...

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OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

June 24, 2022

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

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MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?
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