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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?

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

June 23, 2022

Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...

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HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

BEAR MARKETS: NORMAL BUT NOT FUN

June 16, 2022

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

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BEAR MARKETS: NORMAL BUT NOT FUN

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

June 16, 2022

With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

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RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

June 8, 2022

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

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BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

June 1, 2022

2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

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INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

May 31, 2022

Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...

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SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
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