Financial Planning

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Not Investing Yet? Here Are 4 Simple Steps To Get You Started

Close your eyes for a moment and envision where you’d like to be in 30 or 40 years… Are you sailing to Tahiti? Writing that book? Running your vineyard? Building a new company? If you had trouble envisioning where you’d like to be, you’re not alone. But unless you can visualize it, unless you’ve got…

Are You Making These 2 Mistakes

Are You Making These Two Critical Investment Mistakes?

It’s no secret: getting an early start on saving and investing is one of the most important things you can do for your future! Putting money into the market when you’re young – even small amounts – gives your investments time to grow and compound over time. Unfortunately, too many millennials haven’t gotten started yet….

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Four Things Entrepreneurs Can do Now to Save for Retirement

While retirement may seem a long way off when you’re young and just starting to build a business – or older and rebooting – it’s important to have a retirement savings plan and stick to it to create the future you want. Retirement planning can be difficult for anyone, but entrepreneurs and small business owners…

Understanding the Stockmarket

Navigating the Stock Market: Tips for Millennials

Navigating the stock market can be daunting for anyone, especially if you’re new to investing. Between struggling to pay off student loans, finding jobs in a difficult market, and setting goals for financial independence in a stressed market environment, it’s been a daunting few years in general for many Millennials, who may have put off…

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Discussing Personal Finance is Difficult for Many – but Critical

Money can be a difficult subject for any of us to talk about, although it seems to be particularly challenging, statistically, for women. According to a recent study released by Fidelity, 80% of women surveyed said that they had refrained from discussing financial issues with friends or family, despite the fact that over 92% of…

financial planning for Millennials

Financial Planning for Millennials: Overcoming the Fear Factor

What do you think of when you think of Millennials? The media loves to paint Millennials as “adventurous”, “risk takers,” and “thrill seekers.” But, surprisingly, when it comes to financial planning for Millennials, their behavior is anything but risky. In fact, there is evidence that, while emotions and biases play a large part in Millennials’ investment…