The Important Lessons Gratitude Can Teach You About Money

When you think of gratitude and money, you probably don’t imagine the two go hand in hand, but the connection is undeniable.  Gratitude has the power to boost serotonin and prompt the brain to produce dopamine, the chemical that makes you feel “good.” So, the more you practice gratitude, the better you’ll feel. It’s not…

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4 Smart Ways To Invest In Cryptocurrency

Cryptocurrency has quickly become a mainstream alternative investment strategy. It’s a digital form of currency that can be exchanged online for goods and services (depending on the company)—essentially, it’s virtual money.  If you’ve gotten this far in your research, you probably know that cryptocurrency is a highly volatile market that isn’t for the faint of…

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What Is Behavioral Finance? And How It Impacts Your Money Everyday

When it comes to money, it’s not just about the decisions you make—why you make them plays an equally critical role in developing healthy financial habits that last a lifetime.  There’s a science to your “why,” and that’s what we like to call “behavioral finance.”  What is behavioral finance, and why is it important? Let’s…

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Finding Peace In Times of Turmoil

We wanted to take a moment to address recent current events. By now, you’ve likely seen that Russia invaded neighboring Ukraine, and the world capital markets didn’t react kindly. And amid these unsettling geopolitical tensions, an important life lesson comes glaringly into focus: actions have consequences.   The weight and gravity of those consequences vary dramatically,…

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What is A Family Mission Statement, and Why You Need One

Building a family is one of the most monumental journeys we have in our lifetime. The bond within a family is vital, and one way to help strengthen that bond is by creating a family mission statement. Crafting a family mission statement can be a meaningful way for your family to come together and agree…

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What You Need To Know About RMDs for 2021

After a brief hiatus in 2020, required minimum distributions (RMDs) made their re-appearance for 2021.  The Coronavirus, Aid, Relief, and Economic Security (CARES) Act waived RMDs in 2020, meaning that seniors and retirees were not required to take money out of IRAs and workplace retirement plans.  However, what most impacted RMD rules was the establishment…

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Should You Loan Money To Family and Friends?

By Kelly J. Jennings, CFP® We’ve all been in a vexing financial situation—the dog gets into the pantry, your kid unexpectedly falls and hurts themselves, or the air conditioning and water heater break on the same day.  Sometimes it can be challenging to come up with the money on the spot, so we turn to…

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4 Money Boundaries To Inspire More Balance and Control In Your Finances

It’s no secret that boundaries help establish healthy relationships, so why not set some boundaries around your finances?  Money boundaries are guidelines you put in place to balance your relationship with your finances, yourself, and your loved ones. Setting money boundaries can bring more richness and fulfillment to your financial life. Think of a boundary…

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Post-Election: Remember the Plan

photo of voting stickers

Fears of election cycles and market volatility are nothing new. However, we’ve seen a resurgence this year as social tensions, as well as, the economic and health impacts of the coronavirus loom in the background. Nearly every election people concern themselves over market trends and future projections, but those fears won’t further your financial vision.…

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