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How to Divorce Safely and Sanely Without Sacrificing Your Children or Your Finances

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July is child-centered divorce month here in the US. And as a CDFAⓇ professional, I can assure you that in the long run, centering your children usually ends up being a lot cheaper compared...
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Can Any Formula Tell You How Much Money To Save?

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We are led to believe that there is a way to properly prepare for any financial disaster. But in the current (rapidly changing) economic climate, is that still true? Not too long ago I...
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Are you wasting your time on Switching Costs?

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Switching costs might not be a term you are familiar with. And reading the words for the first time might not give you even a remote glimpse into their definition. Some people would think...
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5 Reasons Why Financial Advisors Should Embrace the Virtual Practice Model Today

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As the demand for long-term leases for office space completely crumbles under the COVID-19 pandemic, so too has the need for in-person meetings, at least for now. According to VOX, the demand for coworking spaces...
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The Pandemic Won’t Be Over Anytime Soon, Here’s a Financial Checklist

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It’s been eight months since countries all around the world started to impose lockdown to curb the spread of the novel coronavirus. So many things have happened since then. After what seems the worst 90...
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My ‘Rich’ Journey With A Financial Advisor – Mistakes You Should Avoid

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In my 20s, I never thought of retirement or pension. Unconsciously I trusted the pension system in each country I lived. I always thought as long as I make decent income, I will have...
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Financial Literacy for Kids: Instilling Perspective

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There's something contradictory about the role of money in our lives. It would be nice to have more of it, but not too much of it. We need just enough of it not to...
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4 Money Management Tips for First-Time Entrepreneurs

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Over 82% of business failures occur as a result of financial mismanagement and cash flow issues. Starting a new business venture can be a very time-consuming and stressful process. While it is important to...
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Psychology of Poverty

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There seems to be a genuine belief that if you just work hard enough, dream big and go hard, you will escape poverty. If you’re poor, you just have the wrong mindset. It is quite...
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The Dangers of using Spending as a Reward

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“Treat Yourself.” It’s a very common phrase these days. And it can mean a variety of things. Either you should indulge because everything’s been going very badly and you deserve something positive in your...
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Passive vs. Active Income

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The notion of “your money working for you”. It is all about 3rd Party Monopoly. Most of us are familiar with the notion of; smart money. Those who do also may be aware of the...
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Fintechs FTW: Innovation in the Midst of Crisis

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Possibilities during a Pandemic - Fintech’s Positive Impact in 2020 Host Dara Tarkowski is joined by representatives from Abe.ai, Cross River and Envestnet Yodlee to discuss the fintech community’s innovation during COVID-19. The fintech community...