The Money Blog

Knowledge is power. Why is that? Because when it comes to money, what you don't know can make or break you.Ā The Money Blog is a place you can go to learn about all things personal finance, investments, real estate and retirement.Ā  Our objective is toĀ help you avoid pitfalls while increasing your overall financial IQ, so you can thrive in life!

Checklist - Take control of your financial life! divorced Oct 12, 2023

Divorce often brings significant financial challenges to your life. Use this checklist to help you regain control of your personal finances. 

  1. Assess Your Financial...

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Empowering Financial Independence: A Guide for Recently Widowed Women widow Jun 29, 2023

Losing a spouse is a deeply challenging and emotional experience, and as a financial advisor, my utmost priority is to provide support and guidance during this difficult time. It is important to...

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Rebuilding Financial Freedom: A Guide for Recently Divorced Women divorced Jun 29, 2023

Divorce can be a life-altering event that brings about significant emotional and financial challenges. As a financial advisor, I understand the complexities involved in rebuilding your life after a...

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Planning Your Financial Advisory Succession: Ensuring a Smooth Transition advisor succession Jun 29, 2023

As a financial advisor, you've worked hard to build a successful practice, but have you considered what will happen to your business when you're ready to retire or move on? Succession planning is a...

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