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Understanding Your Personal Financial Philosophy

Understanding Your Personal Financial Philosophy

Finance is a highly personal matter, how you feel about your finances and how you ideally choose to tackle them is important to making your plan to financial security. Take our quiz to identify your Personal Financial Philosophy...

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Budgeting Basics to Get You Started
Income & Expenses Lindsay Dell Cook Income & Expenses Lindsay Dell Cook

Budgeting Basics to Get You Started

Budgeting may be one of the most crucial exercises you can complete on a road to a healthy financial life, but that doesn’t mean it’s an easy or intuitive process. Budgeting is work, and unfortunately there is no way around it, but there are a few options for how to approach it...

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Calculating Your Net Worth: Where are You Today?
Building Wealth, Income & Expenses Lindsay Dell Cook Building Wealth, Income & Expenses Lindsay Dell Cook

Calculating Your Net Worth: Where are You Today?

Before we can do anything to help our finances, we have to understand our starting point and how to marry that with the goals we’ve set. I call this part taking inventory… It’s where we list out everything that we own or owe so we can see exactly what our true financial picture at this point in time looks like.

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