Topics
Topic:
Financial Literacy & Fundamentals
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Avoiding the Regret Gap: Financial Strategies for High Earners
Regret—it’s something everyone feels at some point. But for high earners, the stakes are often much higher. The financial decisions you make (or don’t make) can carry a significant emotional toll. The “regret gap” represents this emotional cost, the sense that past decisions have cost you more than they should have. As you navigate the…
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New Year, New Wealth: Fitness-Inspired Lessons for Financial Success
It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…
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Bridging the Confidence Gap: Women and Financial Independence
Reflecting on my collegiate years, I already had a passion for community outreach, specifically supporting those who were not confident or empowered in their personal relationship with money. I was a part of a peer-to-peer organization, Red to Black, at Texas Tech University, where I volunteered to coach my fellow classmates with the goal of…
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Digital Threats, Organized Solutions: Your Playbook for Financial Protection
Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…
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Financial Harmony: 5 Steps to Merge Finances with Your Partner
My partner and I are looking to start sharing our finances. What happens next? Navigating shared finances can be a challenging yet rewarding journey for couples. After all, according to Ipsos, One in three (34%) partnered Americans identify money as a source of conflict in their relationship. If you’re feeling uncertain about how to start,…