Latest articles by Josh Monroe, CFP®, ChFC
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Why Inheriting Money May Not Solve Your Problems
personal finance Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.
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I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?
personal finance When you’re young and broke, there’s not a lot of need for a financial adviser. But there comes a time when all that changes. Here are four tipping points where your children’s future wealth could get a boost from professional help.
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7 Financial Don’ts for Every Millennial
Financial Planning Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
Financial Planning -
Is Your Financial Plan Flexible Enough?
retirement planning As your life changes, your financial plan may change too. And that’s OK.
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Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead
Business Executives If you are worried that your executive compensation may not meet your expectations in 2021, it’s best to prepare for the worst now. Here’s how.
Business Executives -
Couples Both Working from Home? How to Maximize Your Finances
retirement planning The COVID-19 pandemic has brought financial possibilities as well as challenges to many households. Here’s what to do to make the most of them.
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COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits
spending The coronavirus pandemic has changed everything, including how we spend money. Are you spending less right now? Many people are. Here’s how to make the most of that opportunity.
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In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan
retirement For most investors in their 40s, this downturn could be their first real test. You probably feel like taking action to protect yourself, but before you do, read this.
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7 Ways to Sabotage Your Financial Future
retirement Nobody’s perfect, especially when it comes to money and saving for retirement. Are you making any of these major mistakes?
retirement -
3 New Money Habits for 2020 (No. 1 Is Forget Budgets!)
retirement It's time to set financially healthy goals for the year. You'll be glad you did.
retirement -
3 Great Reasons Why You Should Start Saving Early
savings Once you see what you could gain by stuffing your piggy bank now (and the potential riches you’re giving up by waiting), you'll see why there really is no time like the present.
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From Email to Precious Photos: Passing on Your Digital Assets
retirement Some of your most treasured possessions could be virtual ones. You need a plan in place to pass them down.
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My Thrifty Toddler Already Knows How to Save
retirement How young is too young to teach kids about money? We started with our daughter at 2, and our easy-to-use, three-piggy-bank method taught her, and us, a lot.
retirement
