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During my time as a licensed financial coach, I learned firsthand about 401(k) plans. I gained insight when a client implemented a plan...

During my time as a licensed financial coach, I created complimentary, customized, confidential plans to help families become properly...

I co-owned three condos during my marriage: one that we lived in, one that we rented out, and one that we flipped. We both had excellent...

I started a term life insurance policy in my 20s. My then-husband and I wanted to ensure we each had coverage in case either of us passed...

When I was in my 30s, I was surprised to receive money from a will . A relative I had never met listed my father as a beneficiary, but...

When I was in my 20s, I did not know much about investing. Fortunately, I met a licensed financial coach who educated me on financial...

When I was in my 20s, I knew little about investing. Fortunately, I found a licensed financial coach who taught me the basics of...

The 50/30/20 rule in finance is a budgeting framework that divides your net income into three categories: 50% for needs, 30% for wants,...

During my years as a licensed financial coach, I set up annuities for many clients. They wanted a steady source of income during...

I began investing in my 20s. I worked with a licensed financial professional who provided guidance and support to determine which...

I opened my first Individual Retirement Account (IRA) in my 20s. I plan to open additional types of IRAs for retirement planning as my...

When I was married, we had mortgages on three condominiums, two car payments, and substantial credit card debt. Needless to say, a lack...

I created my first will in my 20s. I have updated my document several times as major life events occurred.   A will is a legal document...

I had a few jobs in my 20s that offered a 401(k). Had I known how important contributions were, I would have made more to save for...

I have had term life insurance since my 20s. I plan to keep my policy until my assets can cover any debt I might incur.   Importance of...

When the time came to purchase my first condo, I had a general understanding of securing a mortgage. As I prepare to purchase my next...

Do you have an emergency fund? If not, I encourage you to start building one today.   An emergency fund supports your financial...

Personal finance was not a subject taught in the schools I attended. Perhaps you had a similar experience and are struggling...

When I worked as a licensed financial coach, I enjoyed teaching my clients about the five main areas of personal finance. Educating...