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All Posts In "Investing Essentials"

6 Ways to Save Money on Back-To-School Shopping

Back-to-school is one of the biggest shopping seasons of the year. Continue reading to check out our 6 ways to...

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What is a realistic rate of return?

“What rate of return can I expect?” That’s a question we get often from our clients and especially now that...

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Why you should be tracking your net worth

A net worth statement is a snapshot of your assets and liabilities at a given point in time. Simply put,...

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How to: pay off debt fast [Infographic]

  Need help tackling your debt? Contact us today.   Read next: Essential Tax Numbers 2019, Winter Newsletter, DCAF. How...

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DCAF. How do you take your investments?

What is DCAF? No, we’re not talking about your morning cup of joe. We’re talking about dollar-cost averaging funds and...

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