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Cicely Jones is a CERTIFIED FINANCIAL PLANNER professional who started her financial planning career in 2016. She specializes in making financial planning concepts accessible to young professionals. Cicely has been recognized as the top producer on her team and was the first woman in 20 years to reach the vice president level in her organization. She authored the book 'Financial Planning for Young Couples' in 2023 and has written extensively on topics such as budgeting, investing, and retirement planning. Cicely’s notable articles include 'How To Build Generational Wealth In 6 Steps' and 'How To Set Yourself Up For Financial Success In Your 20s.' She splits her time between San Francisco and New York City. Cicely graduated with honors with a degree in Economics from UC Santa Barbara. Follow Cicely for insights on financial planning tailored for young professionals.
Why Investors May Not Want To Buy Into IPOs
IPOs may be exciting, but the data is clear: most investors cannot access the best prices and, over time, IPOs tend to lag the broader market.
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How To Prepare To Speak With A Financial Planner For The First Time
I recently spoke with an investor who had no idea what his goals were and no idea what the purpose of a financial planner was. This is not completely uncommon. Many people mix up financial planners, asset managers, tax planners, CPAs,...
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How To Teach Young Children Healthy Money Habits
By staying open, intentional, and values-driven, you give your child the tools to feel confident and grounded in their relationship with money for years to come.
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How First-Time Homebuyers Should Pick Their Down Payment Amount
Ultimately, there’s no one-size-fits-all down payment amount. The right amount for you depends on your risk tolerance, income, financial stability, and long-term goals.
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Why You Shouldn’t Just Invest In The S&P 500
In this article, we will be reviewing the origin of the S&P 500 superiority myth, risks associated with investing solely in this index, and benefits of diversification.
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A Money Windfall Guide For Millennials And Gen X
When you receive a significant windfall, this guide is designed to help you avoid mistakes, decide on goals, figure out how much you will have after taxes and fees, and know when to bring in a professional.
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