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financial planning

The Seven Components of Financial Planning

October 24, 2022

With inflation on the rise and record levels of household debt, financial planning is more important than ever. Individuals, families, … [Read more...] about The Seven Components of Financial Planning

Tags - debt, financial planning, retirement, saving

Retirement Savings: What’s Your Number Part II

November 29, 2021

A calculator can help plan your number for retirement savings

In my September blog post, I covered the concept of “The Number.” It is the amount you need to save during your working years in order to have a … [Read more...] about Retirement Savings: What’s Your Number Part II

Tags - financial planning, Investing for Retirement, retirement planning

Retirement Savings: What’s Your Number?

September 23, 2021

A calculator can help plan your number for retirement savings

"The Number" -- or the amount you need to save during your working years in order to have a comfortable retirement -- is, in my opinion, the Holy Grail … [Read more...] about Retirement Savings: What’s Your Number?

Tags - financial planning, personal finance, retirement planning, saving for retirement

FinTech’s Growing Footprint in Financial Services

September 9, 2021

FinTech is continuing to make strides in financial services

What is FinTech? FinTech is short for financial technology. The FinTech industry is comprised of businesses that utilize new technology to create … [Read more...] about FinTech’s Growing Footprint in Financial Services

Tags - financial planning, financial services, fintech, personal finance

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Categories

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Latest Posts

  • I C Evolution
  • Strange Brew
  • March Madness, Hot Hands and the Gambler’s Fallacy
  • In the Weeds – The Effect of Cannabis Use on Career Outcomes

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