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Follow along as I share strategies and lessons to help you take control of your financial future.
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Planning a considerate bachelorette trip
Plan a considerate bachelorette trip by choosing invitees thoughtfully, considering location and costs, offering flexibility, and being considerate with requests.
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$245K at 30: Q2 2024 financial recap
June was a rollercoaster month for my finances. While my investments performed exceptionally well, I felt like I was hemorrhaging cash due to routine but expensive vet expenses for my pets. Despite these costs, I’m still inching closer to my goal of $250K – a quarter of a million dollars! Navigating through unexpected expenses while…
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Money Lessons from Netflix’s Bridgerton
Discover valuable money lessons from Netflix’s Bridgerton in our latest blog post. Learn how to manage debt, the importance of planning for the future, the power of negotiation, and investing in relationships.
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The Value of a Mid-Year Financial Checkup: How to Hit Reset on Your Finances
Discover the value of a financial reset and learn essential steps to review your budget, savings, investments, and debt. We’ll guide you through reassessing your financial goals and updating your plan for the rest of the year.
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What is a sinking fund?
Discover the power of sinking funds—a dedicated savings strategy tailored to your financial goals. Learn how to allocate funds effectively and choose the right account for your needs, whether it’s a checking, savings, or high-yield savings account.
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What’s the difference between an ETF and a mutual fund?
Learn the differences between Exchange-Traded Funds (ETFs) and mutual funds in investing, covering trading methods, costs, minimum investments, tax efficiency, and transparency, with examples like VTI and VTSAX, to make informed investment decisions for your financial goals.
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Budget-Friendly Travel Tips: Your Guide to Affordable Adventures
Unlocking Dream Destinations Without Breaking the Bank – Practical Strategies for Smart and Affordable Travel




