Year-End Financial Planning: Key Considerations
As we approach the end of the year, it's crucial to review your financial situation and plan for the future. This process is not just...
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stephenbodwell
Nov 134 min read
Top Issues to Consider When Managing Finances During High Inflation
In an era of soaring prices and economic uncertainty, a proactive role in managing your finances effectively becomes more crucial than...
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stephenbodwell
Oct 293 min read
Embracing the Opportunities of a Raise or Promotion
Securing a raise or getting a promotion can bring a significant shift in your financial situation. It is a golden opportunity to redefine...
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stephenbodwell
Oct 65 min read
Rainy Day Ready: Mastering the Art of Emergency Fund Planning
Understanding the need to establish and maintain an emergency fund is paramount to securing financial stability. This article aims to...
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stephenbodwell
Oct 44 min read
What Issues Should You Consider if You Lose Your Job?
Navigating the financial challenges of job loss can be overwhelming. Let’s discuss key planning steps you can undertake to aid your...
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stephenbodwell
Sep 163 min read
Unlocking Hidden Wealth: Maximizing Your Company Benefits
Maximizing your financial potential shouldn't only be about careful budgeting and investing. A vital piece of the puzzle is often...
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stephenbodwell
Sep 33 min read
What is Umbrella Insurance, and Why Might You Need It?
Also known as a personal liability policy (PLP) or personal liability umbrella policy (PLUP), Umbrella insurance covers claims in excess...
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stephenbodwell
Aug 193 min read
Understanding Your Credit Score: A Key to Financial Empowerment
“Glass, china, and reputation are easily cracked, and never well mended – Ben Franklin. Trust plays a fundamental role in credit...
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stephenbodwell
Jun 244 min read
Planning your Finances for a Career Change
Navigating the choppy waters of a career change can often feel equal parts exhilarating and intimidating. The promise of new...
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stephenbodwell
May 15 min read
Top Tips for Remodeling Your Home
1. Budget Wisely: Clear, effective budgeting is crucial in any project. Allocate funds for each specific part of the project and make...
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stephenbodwell
Apr 234 min read
Top Tips from Property & Casualty Brokers
Top Tips from Property & Casualty Brokers 1. Be Comprehensive: Don't underestimate the need for comprehensive coverage. Auto, homeowners,...
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stephenbodwell
Apr 165 min read
Top 10 Tips from Realtors for New Homebuyers
1. Know Your Budget: The first step in home-buying is understanding your financial capabilities. Before browsing for houses, take the...
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stephenbodwell
Apr 34 min read
Advice for Securing a Mortgage for Your Ideal Home
1. Get Your Credit in Order:Â Before you start the home-buying process, check your credit score. This will influence your ability to...
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stephenbodwell
Mar 213 min read
Credit Cards: Good, Bad or Neither?
Credit cards can be a powerful financial tool offering numerous benefits, from interest-free purchasing to earning rewards and building...
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stephenbodwell
Mar 64 min read
Understanding the Differences between Tax Preparation and Tax Planning
Tip your server, not the IRS. – Stephen Jarvis, CPA If I were to ask you what you think are the biggest expenses a person has over his or...
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stephenbodwell
Jan 264 min read
Engaging Your Spouse in the Family Finances
Picture this - a couple, deeply in love, building a life together. However, when it comes to managing finances, one partner is...
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stephenbodwell
Jan 84 min read
The Power of Budgeting: Why You Need a Budget for Financial Success
Imagine a life where you can confidently manage your finances, achieve your goals, and have peace of mind. Budgeting is a powerful tool...
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stephenbodwell
Jan 85 min read
Up Your Personal Cyber Security Game: Safeguarding Your Finances in the Digital Age
It seems like not a day goes by without seeing a friend on social media saying their account has been hacked or receiving a suspicious...
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stephenbodwell
Jan 83 min read
Double the Joy: The Benefits of Planning Your Vacations in Advance
Picture yourself lounging on a pristine beach, sipping a refreshing cocktail, and feeling the warm sun on your skin. Now imagine...
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stephenbodwell
Aug 1, 20233 min read
Is Ongoing Financial Planning Worth It?
In our recent blog series, we covered much of the indirect value ongoing financial planning can bring to your life: Worry Less So You Can...
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