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E.g., 08/21/2019
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  | Financial Decisions

From pride to fabulous: LGBT financial priorities

While many in the LGBTQ+ community do extremely well for themselves, a large number struggle for basic things like housing and food. Wherever you stand – it is important to be proactive and take steps to make smarter financial decisions.
  | Spending & Budgeting

Setting yourself up for saving success in 2019

January is a good time to kick start some habits that will up your money game and help you reach your goals, whether you want to build an emergency fund or save for the next big vacation. Try these strategies to set yourself up for success.
If you underestimate your risk of disability, you're not alone ... only 10% of individuals accurately estimate their chance of disability. Here's a deep dive into disability insurance policies for three distinct groups of people: those covered by an employer group plan, self-employed people or those not covered through an employer, and stay-at-home parents.
The way we spend money is very similar to the way we eat food. If something looks appetizing, we consume. Sometimes we can go overboard and indulge too much. That’s when the unhealthy aspect kicks in. As it pertains to food, you begin to gain additional weight – financially, the additional expenses that you’ve created for yourself begin to weigh heavily on you. When that happens, then it may be time to shed some pounds to get back on the right financial track.
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan

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