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Preparing for your baby: A few financial tips

You finally feel like you’ve gotten ahead: You earn a steady income, have paid down a majority of your student loan debt, and enjoy being a first time homeowner. Now comes one of the biggest decisions you’ll ever make: having a baby. Raising a child is one of life’s biggest adventures. As with most things, […]

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Can You Have Fun While Paying off Debt?

Having debt can be paralyzing. I know from experience. One day you are living your life and having fun, and the next you wake up with a pile of credit card or student loan statements. The interest rates and balances are nauseating. You might feel like you can never go to brunch again, let alone […]

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Get Back on Financial Track

Five financial fixes you can do today. Financial planning is about creating a roadmap customized for you. While there may be specific reasons why you should borrow versus pay cash or lease instead of buy, these five fixes apply to everyone. Organize your financial documents. Create a binder or file your documents for easy access.  […]

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Three Simple Summer Travel Tips

Whether you are visiting family, friends, or taking a solo trip, be sure to plan ahead. I’m not saying you should have every minute of every day planned out, so here are my top three tips for your summer vacation: Make an overall budget. How much are you willing (or can you afford) to spend […]

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The Low-down on the 401(k) and the IRA

There are many different ways to save for retirement and a whole host of things to consider when tax planning. To reach your personal financial goals, it’s important to consider the resources available to you and review all of your options. The plan for you may not be the same for someone else. The 401(k) […]

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