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Posts by category
- Category: General
- How To Avoid Lifestyle Inflation as You Climb the Corporate Ladder
- 5 Items to Help You Crush Your Mid-Year Investment Check-In
- What Are Money Scripts? And How Understanding Them Can Improve Your Relationship with Money
- Student Loan Payments Could Resume. Here’s How to Plan for It
- How To Budget for Buying Your Dream Home This Spring
- How Much Risk Are You Comfortable with In Investing? And Why It Matters
- How to Care for Aging Parents Without Forgetting About Goals
- You’re Getting a Raise, Great! How to Make the Most of that Extra Cash
- Why Effectively Paying Down Debt is Just as Important As Investing
- Our Top Tips to Confidently Handle a Windfall
- How to Best Balance Saving for Tomorrow and Living for Today
- What Is Tax Planning, and How Is It Different From Filing Your Return?
- A Year End Financial Checklist Busy Professionals Will Actually Want To Use
- How Young Professionals Can Start Their Giving Journey
- 5 Must-Haves When You’re Asking for a Raise at Work
- Retirement Isn’t That Far Away: How and Why to Care About it Now
- How To Pivot Your Financial Plan When Your Goals Change
- Higher Pay Vs. Better Benefits: Which Should You Prioritize?
- How To Take Your Money to The Next Level (No Cheat Codes Allowed)
- Do I Need Life Insurance? Helpful Ways To Determine If You Do
- Does Your Spending Align With Your Values? And Why It Will Transform Your Money
- Understanding Money Biases: How to Get Out of Your Own Way When Building Wealth
- How to Save For Retirement Like a Pro In Your 20s, 30s, and 40s
- Purpose-Driven Money: 4 Steps to Creating a Better System for Your Finances
- Where Is My Money Going? Developing a Cash Flow Plan That Works
- How to Feel Fulfilled In Your Financial Life, A Guide to Money Balance
- Can You Still Save Money When You Have Student Loans?
- Are You Thinking About A “Big” Purchase? Here Are The Pros and Cons
- AVID Chat 69: Two Types of Life Insurance and When To Use Them
- AVID Chat #68: What To Do When There Are Scary Headlines
- How to Back Up Your Financial Documents
- What Is the Difference Between a Tax Credit and a Tax Deduction?
- AVID Chat #66: Using a Card Game to Define Your Values
- Understanding (and Avoiding) the “Money Illusion”
- AVID Chat #65: 3 Tips For Handling Money In Relationships
- 6 Ways to Stay Financially Fit in 2022
- AVID Chat #64: How To Use Your Tax Return For Cash Flow Planning
- How to Calculate Your Net Worth & Why It Matters
- AVID Chat #63: The Market Is Down. Now What?
- Should I Refinance My Student Loans?
- AVID Chat #62: Debt Snowball v. Avalanche
- College Funding Choices
- AVID Chat #61: Can Money Buy You Happiness?
- Your Guide to Emergency IRA and 401(k) Withdrawals
- AVID Chat #60: Jack’s 2021 Cryptocurrency Experience
- Your 2022 Tax Filing Season To-Do List
- AVID Chat #59: Reviews and Resolutions
- January Is National Financial Wellness Month
- AVID Chat #58: The Value of Systems
- How to Invest in Your Health in 2022
- AVID Chat #57: We Need Your Help
- Estate Planning in 2022: Do You Have These Documents Prepared?
- AVID Chat #56: What Do Gas Prices Have to Do With Picking Stock?
- What Is My Tax Bracket for the 2022 Tax Year?
- Avalanche vs. Snowball Debt Repayment
- December Is Identity Theft Protection Awareness Month
- 2022 Contribution Limits
- Could Custodial IRAs Help Young Adults Buy Homes?
- Your 2021 Guide to Year-End Charitable Giving
- Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
- Are Capital Gains Taxes Changing?
- The Social Security Administration Announces 2022 COLA
- 8 Legal Documents Parents and College Students Should Sign
- A Guide for Doctors During Divorce
- Beginning the Business Succession Process: A Guide for Business Owners
- What Is a Meme Stock?
- What Is the Rule of 72? An Introduction For Investors
- High-Level Executives & Retirement: Understanding SERPs
- Labor Day 2021: 5 Ways to Better Your Work-Life Balance
- Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
- Back to School: 5 College Planning Mistakes to Avoid
- The Economic Impact of Hurricanes: Protecting Yourself & Your Home
- Value vs. Growth Investing: What’s the Difference?
- How to Create an Estate Plan
- Preparing For a Business Valuation: A Guide For Small Business Owners
- Tax Strategies for High Earners
- 5 Myths About Generational Wealth You’ve Likely Heard
- Happy Independence Day! 5 Ways to Find Your Financial Independence This Year
- Getting Married With Student Loan Debt? Here’s What You Need to Know
- What is Lifestyle Creep + 4 Ways to Avoid it
- The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?
- Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
- Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021
- 5 Techniques to Overcome Financial Stress
- You’re a High-Level Executive With Stock Options: A Guide to Understanding the Complexities of Equity Compensation
- Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
- Coinbase Went Public With a Direct Listing. Here’s Why That Approach Can Be Tricky
- Understanding Inflation in 2021: What Investors Need to Know
- The Odds of Winning the Lottery Are Slim, Yet Billions of Dollars Are Gambled Each Year. Why Is That?
- 8 Ways Highly Successful People Set And Achieve Goals
- COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
- The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan
- You’ve Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?