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I Bonds: Should I sell, buy more or hold?

I Bonds: Should I sell, buy more or hold?

What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the...

Where is the best place to keep my emergency fund?

Where is the best place to keep my emergency fund?

In general, people should strive to have an emergency that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency or unexpected expense. However, not all savings accounts are...

What is a Donor Advised Fund?

What is a Donor Advised Fund?

https://youtu.be/-hl6-7ZfXPg A Donor Advised Fund (DAF) is both a type of financial account and a charitable giving vehicle that allows the donor to contribute cash and non-cash assets into a fund where those assets are then invested. The donor can then direct grants...

Bowling with Bumpers: Navigating the Investing World

Bowling with Bumpers: Navigating the Investing World

As I watched my son learn how to bowl, I vividly recall the trepidation in his eyes as he stared down the pins at the end of the lane. He stood frozen, paralyzed by fear. I encouraged him to roll the ball, promising that he could knock down the pins. What held him...

Job Loss Financial Checklist

Job Loss Financial Checklist

Losing a job is difficult. In many cases it comes unexpectedly. There is usually a period of shock – almost a numbness – followed by a feeling that you need to be doing something, but not exactly sure what that “something” is. I know this feeling because I found myself in this position in 2015.

How Getting Women Into Financial Planning Can Benefit Everyone

How Getting Women Into Financial Planning Can Benefit Everyone

The importance of women in financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Until that percentage is closer to 50%, we are happy to illustrate the many benefits of more women in the industry.

The Accidental Financial Planner

The Accidental Financial Planner

Growing up, Alicia watched her mom struggle with money and declare bankruptcy due to medical debt. By high school Alicia was financially independent. She worked her way through college by taking advantage of government loans and grants. During this time, Alicia took...

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