Personal Finance

How to Choose the Right Financial Advisor for You

A good financial advisor can be an incredible resource for helping you clarify your financial goals and developing a plan to meet those goals. However, there are a lot of bad advisors out there. How do you find a good one? In this post, I go over how to assess whether an advisor is right for you. I also provide a comprehensive list of interview questions you can use to compare professionals. Read on for more!

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First-Time Home Buyer Guide and Free Home Checklist

Becoming a home buyer is a huge financial and personal step. It’s also really stressful. The good news is that by taking a few basic steps, you can set yourself up well to purchase the right home for you. In this post, I go over helpful steps to take as you consider your first home purchase, tips to make the home buying process easier, and I provide a free home buying checklist. Read on for more!

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Cute and Tactful Ways to Ask for Money as a Wedding Gift

According to recent statistics, 70% of couples asked for money as a wedding gift and 85% preferred money over physical gifts. But many people feel super awkward asking for money. In this post, I’ll go over cute and tactful ways to ask for money as a wedding gift and etiquette for giving and receiving financial gifts. Read on for more!

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Top 5 Qualities of a Good Realtor (and Why You Need One!)

Having a good realtor is pivotal for a successful home buying process. Indeed, the right realtor will help you get the best deal and make sure a home is right for you. Read this post to discover the 5 qualities you should look for in a realtor and why you absolutely can’t skip getting a realtor when looking at new construction homes!

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a real estate agent handing the key to the new homeowners

Free No Spend Challenge Printable to Supercharge Your Savings

The New Year is a great time to work on building good financial habits. A fun way of doing this is trying a no spend challenge. In this post, I’ll go over types of no spend challenges, why challenges are so helpful, and tips for implementing them. At the end, I provide a free 30-day no spend challenge template you can use to track your spending and saving. Read on for more!

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Guide to SMART Goal Setting + Free Goals Worksheets

With the New Year approaching, many of us are considering the goals we have pursued over the past year and planning to make goals for 2024. As we plan, there are steps we can take to help us create exciting goals and achieve them. In this post, I go over the tools and recommendations I use to pursue and achieve my goals and include free daily, weekly, and monthly goal setting worksheets. Read on for more!

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