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Closing the Wealth Gap Starts with a High School Financial Literacy Requirement

What lessons do you wish you could teach your younger self? I hear many answers from people, but the most prominent is finance. I contend that we need to make personal finance a required subject for those graduating high school.

Frugal Hacks: 5 Simple Ways to Save $50 or More Each Week

Saving money, even with kids, doesn’t have to be a hard. As a financial advisor I tend to focus on things others might glance over, like the price of guacamole at Chipotle. (See #2 below) As a parent with young kids, it seems there are more…

Financial Checklist for New Parents

There’s nothing like the joys of becoming a parent…except for the stress and anxiety that comes with it. Some parents can roll with the punches—but others are better off planning each detail. Regardless, of which camp you fall, here is…
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The Real Cost of Baby’s First Year

My wife likes to comment on how I see everything in dollar amounts. Whether it’s buying a new TV or picking out cereal…I can’t help it, it’s just how I’m wired. I can’t be the only one, right? There has to be others out there who…