Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
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What British Crime Dramas Can Teach You About Building Wealth
Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
Ross Levin -
The Overlooked Connection Between Financial Planning and Emotional Well-Being
Financial stress, uncertainty, and major life transitions can also influence how people think, feel, and make decisions over time.
FPA NexGen -
Geopolitical Tensions Are Creating a New Inflation Reality
Explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
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The Invisible Language of Money
What Your Face Reveals While Talking About Money.
FPA NexGen -
Timing Can Make or Break Long-Term Care Planning Decisions
Don Connelly -
Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades
A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
Devin Partida -
College Planning Has Changed and Many Families Are Still Stuck in Old Assumptions
What it does mean is that parents shouldn’t automatically assume they will be paying full price.
Dennis O’Keefe -
Contractor License Bonds: Financial Responsibilities and Requirements
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Emergency Funds Explained: How Much Is Enough in an Uncertain Economy?
An emergency fund is a dedicated, easily accessible cash reserve, ideally holding enough liquid cash to cover essential living expenses for several months.
Stephen Kates
