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February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around tariffs, which had been a highlight – or a wild card...
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Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying...
How to Protect the Ignored: Conversation for Financially Educating Employees
Written by: Chris Jamail No one likes to be ignored. Not back in high school, and not now by those who claim to help...
Taking a Financial Inventory
Taking a Financial Inventory Taking a financial inventory can be done by anyone, at any time. It’s a good first step...
FinPath May Workshop – Managing Your Household Finances After a Cash Flow Reduction
Hello everyone. Thank you, Darryl, for giving me the opportunity to share my story about cash flow loss. But this...
Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes....
5 Tips for a Burden-Free Tax Season
5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others,...
How to Assign a Savings Goal and Timeline
So, you have a goal in mind, but now what? Well, there are two important things want to define: how much you’ll need...
Economy and Markets in the COVID-19 Crisis with Professor Jeremy Siegel
You'll hear from Professor Jeremy Siegel, wisdom senior investment strategy advisor and the Russell e Palmer professor...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions...