The Real Answer to Your Financial Questions: It Depends

When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the same. And while “It depends” might seem like a cop-out,…

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Who Was Your First Financial Advisor?

When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually someone closer to home—a parent or friend who influenced our money mindsets. While they didn’t provide professional financial advice, they may have shaped your feelings towards saving, spending, and other…

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