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CategorySetting Your Financial Resolutions
As we move into the new year and put 2020 behind us, it’s a great time to look back and reflect. What did you do right? What mistakes..
The Most Important Quality of a Healthy Relationship with people + money
Let’s talk about relationships. If we can have healthy relationships with people in our lives, the benefits that we receive are equal..
Board Games that Teach Kids about Finance
There are some fantastic ways to teach kids about money and investment skills and board games is one of them. Some games are helpful at..
Gift Suggestion for Books on Investment for the Holidays
Early on in his finance education were some great reads that informed Sherod’s knowledge on the basics of investing. Here he shares his..
The Importance of Rebalancing Your Portfolio
Each individual’s risk profile is different and, as such, it’s important to adjust the weighting of your investments. As investments..
How much should you pay for a car?
Besides our home, an automobile is the second largest expense in our household. Since 2002 there has been a 240% increase in the age of..
Long Term Care Options
A really important topic that a lot of people don’t like to talk about is long term care. There are over 12M people in the US that need..
Top Two Recommendations for COVID + Election Time Uncertainties
It’s easy to get caught up in social media, the news or gossip that creates fear and confusion. What are those things serving as an..
Automating Savings
David Anderson, Moneywise owner + financial advisor, discusses one of the strongest tools we have to reach financial independence. Have..
Higher Taxes and the Stock Market
Moneywise owner + financial advisor, Sherod Waite, gave the rundown on corporate taxes going up for the first time since 1993. There is..