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How To Determine The Best Financial Advisory Relationship For You
If you are thinking of working with a qualified financial advisor or planner, there are a few different ways the relationship can look. With those different methods come different availability of investment vehicles, care standards, and outputs. Here are some of the ways you can engage with a qualified financial advisor and how to figure out which method is going to make most sense for you.

How To Choose The Right Amount Of Insurance Coverage
I recently met a woman who, despite having a great career and a high income, could not afford to save money for the future because a variety of insurance policies were costing her thousands of dollars per month. Risk averse investors often tell me one can never have too much insurance coverage, but I would contend that isn’t the case. This is how to make sure you are balancing an appropriate amount of risk management with cost to achieve the appropriate amount of insurance coverage.

Seven Reasons Regular Health Checkups With Your Doctor Save You Money
I recently had a friend who is young and fit get diagnosed with a serious heart condition. Since the condition is usually associated with advanced age and obesity, it was surprising to hear. However, with quick action and strict lifestyle changes, the condition is reversible.
Chronic conditions like this account for 86% of medical costs nationwide, according to the National Institute of Health. Regular doctor’s visits can support with prevention and disease management before conditions become a significant medical and financial burden. Here is why visiting the doctor regularly saves you money.

How Couples Can Manage Household Expenses With A Large Income Gap
I recently spoke with a couple where one partner made significantly more money than their other half. The person who made more asked me how household expenses should be divvied up. Whether married or unmarried, every couple needs to find an arrangement that works well for them and their relationship.
Too often, assumptions and lack of communication can lead to someone feeling resentful and the relationship being at risk. This is how to manage household expenses with a large income gap.

How To Overcome Spending Impulses To Stay On Budget
Through television, social media, texting, emails, and even your own friends, people today are constantly being urged to purchase some good or service. You are constantly told this next thing is what you need to increase your convenience, gain status, lose weight, become more beautiful, or have more fun. This bombardment of media can be difficult to overcome and may lead people to completely disregard their financial future to get that next thing. This is a discussion of spending psychology and how you can overcome spending impulses to stay on budget.
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I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.