Posts Tagged:Useful Tips

Should you act on the CARES Act?

The CARES Act introduced some changes to loans, withdrawals, and Required Minimum Distributions (RMDs) which leaves a lot to be sorted through. There are 3 main topics that pertain to retirement accounts. Are there any changes that should impact your planning or offer an advantage? We will take a closer look. The waiver of Required Minimum Distributions (RMDs)…

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June 2017 – Financial Education

Hello! ¿Cómo fue el mes pasado? (How did last month go? *I think*) For me, I gave a pitiful, but seemingly valiant, attempt at Duolingo and got quite a few of the cobwebs off since high school Spanish class. I’ll refrain from agreeing to post my laughable 16% fluency on my LinkedIn profile that the app…

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The 6 Ways to Financial Independence: LIPIBS

In our experience, there are only 6 ways to gain financial independence.  Meaning, there are only 6 paths for people to provide for a comfortable retirement.  The acronym for the methods is LIPIBS.   L: is for Lucky – Win a (big) jackpot and then be wise with the winnings! (The hardest part about this…

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I Want To Be Your Google

Let’s face it. There is so much information available on the internet now that you can find out anything.  From how to say “dumb dog” in Cantonese to how to replace the lights in an off-brand chimney hood over your stove (or maybe those are both just things I look up).  What’s the first thing…

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Don’t Buy Checkout Lane Items

What’s 1 place in the grocery store that everyone has time to waste?  Yup, the checkout lane. Sadly, we aren’t the only ones that have realized this.  Grocery store designers figured this out a long time ago, they are smart peeps.  There’s no other spot in the store that has more things packed into such…

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