Insights Blog
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A Year End Financial Checklist Busy Professionals Will Actually Want To Use
The New Year is almost here! Before we dive into 2023, consider taking time to reflect on your…
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How Young Professionals Can Start Their Giving Journey
The Holidays are the season of giving! If you’ve thought about donating to charity, but aren’t sure where…
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5 Must-Haves When You’re Asking for a Raise at Work
One of the most significant ways to feel appreciated at work is by being compensated appropriately. But what…
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Retirement Isn’t That Far Away: How and Why to Care About it Now
Saving for retirement is a lifetime financial strategy. No matter which season of saving you’re in, we have…
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How To Pivot Your Financial Plan When Your Goals Change
When you were younger, do you remember someone asking what you wanted to “be” when you grew up?…
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Higher Pay Vs. Better Benefits: Which Should You Prioritize?
When interviewing for a job, what are you more curious about, the salary or the benefits package? While…
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How To Take Your Money to The Next Level (No Cheat Codes Allowed)
Do you cringe at the thought of someone else taking control of your finances? Like how to spend…
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Do I Need Life Insurance? Helpful Ways To Determine If You Do
You’ve probably heard something like this: “Insurance is one of those things you hope you never need to…
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Does Your Spending Align With Your Values? And Why It Will Transform Your Money
Do you ever find yourself thinking things like: I saw the Smiths are building a new house—maybe we…
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Understanding Money Biases: How to Get Out of Your Own Way When Building Wealth
Have you ever gotten into a “who is the best of all time” discussion with a friend? Maybe…
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How to Save For Retirement Like a Pro In Your 20s, 30s, and 40s
Everyone has their own story—where they come from, what they value, educational and professional journeys, etc. All of…
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Purpose-Driven Money: 4 Steps to Creating a Better System for Your Finances
At AVID Planning, we recognize that accumulating money is not the ultimate goal but rather a tool to…