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Archive for January 2019

Debt Avalanche or Snowball

Debt Snowball or Avalanche: Which is Right For You?

If you’re staring down a mountain of student loan debt, you’ve likely heard of two different repayment strategies: The debt “snowball.” The debt “avalanche.” The debt snowball repayment strategy means that you start by repaying your smallest debt first. This could be a low-balance credit card, your smallest student loan – basically, whatever debt you…

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Budgeting With a High Income

As a financial planner who works with attending physicians, I see one mistake consistently being made when it comes to personal finance: Individuals who are able to live comfortably as a result of their income skip the process of building a budget. More often than not, it’s not a decision they consciously made. A budget…

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New Year's Resolutions

New Year’s Resolutions Your Wallet Will Thank You For

This time of year, the internet is flooded with information about setting (and sticking to) New Year’s Resolutions. Here’s the thing, and I know this isn’t a popular opinion, but I don’t like resolutions. In my line of work as a financial planner, I see a lot of people set out to achieve some pretty…

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Avoiding Budget-Busters in the New Year

With every new year, I see a huge number of people committing to live a better financial life. If that sounds like you – there’s one clear place to start: with a budget. There are thousands of different ways to budget effectively, and the truth is that they all work to some extent. Different budgeting…

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