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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.
Donovan Carson
Mar 11, 20243 min read
Should I Call a CFP®, a CPA, or Both?
Unless you work in the financial world, it can be difficult to keep track of the many acronyms and accreditations flying around. A...
Donovan Carson
Mar 10, 20243 min read
20 Myths About Working With a Financial Advisor
Myths about working with a financial advisor abound, maybe you've even heard a few: "I don't need one" "They're for the wealthy" "There...
Donovan Carson
Mar 10, 20243 min read
Before Completing Your Tax Return, Keep These 5 Filing Tips in Mind
Filing taxes always feels a bit tedious. Stay the course for filing your tax return while keeping these five tips in mind. Tip #1:...
Donovan Carson
Mar 10, 20243 min read
7 Reasons to Stop DIY Investing and Hire a Financial Advisor
Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends...
Donovan Carson
Mar 10, 20244 min read
Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First
If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter —...
Donovan Carson
Mar 10, 20243 min read
Are You a Financial Procrastinator? 5 Ways to Overcome it
Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas. What is...
Donovan Carson
Mar 10, 20244 min read
4 Things Every 20-Something Should Know About Money
Developing good money habits in your early adult years can help you position yourself for financial stability and better grow your wealth...
Donovan Carson
Mar 10, 20244 min read
4 Easy Tricks to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news...
Donovan Carson
Mar 8, 20243 min read
5 Money Hacks for First-Time Parents
Becoming a parent for the first time is both exhilarating and frightening at the same time. In most cases, many first-time parents are so...
Donovan Carson
Mar 8, 20245 min read
Having a Baby? 8 Financial Decisions To Make Over the Next Nine Months
Bringing a baby into the world can be exhilarating, and the anticipation of change can often be overwhelming for new parents. Suddenly,...
Donovan Carson
Mar 8, 20243 min read
Getting Married? 5 Financial Considerations to Discuss With Your Partner First
Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not as fun as cake tasting,...
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