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    Educate Yourself With Articles That Answer Your Important Financial Questions

    Our blog library has research, information, and helpful guidance to help you level up your financial knowledge.

Where to Stash Your Cash: 10 Best Short-Term Investments For Your Money
Greg Brown | Feb 1, 2023

Where to Stash Your Cash: 10 Best Short-Term Investments For Your Money

Need a place to park your cash and earn some interest?

Maybe you’re saving up for a kitchen remodel, summer cabin, seed money for a new business, or some other

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Are You Saving Enough Money To Retire On Time?
Greg Brown | Dec 1, 2022

Are You Saving Enough Money To Retire On Time?

When do you want to retire? Maybe a “soft-retirement” into part-time consulting at 50? Or a more traditional 65, or maybe even 70-ish if you love your work.

My

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Your Simple Guide to Rolling Over an Old IRA or 401(k)
Greg Brown | Oct 1, 2022

Your Simple Guide to Rolling Over an Old IRA or 401(k)

If you’ve learned anything from me, it’s that I like to keep things simple.

When it comes to your finances, you shouldn’t be scrambling to keep track of multiple

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How To Financially Prepare For A Market Downturn
Greg Brown | Aug 1, 2022

How To Financially Prepare For A Market Downturn

While the masses are cheering the new, glorious economic era that Donald Trump is ushering in, many of us in the world of finance aren’t quite sure. What is

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How to Create a Simple Investment Plan with an Index Card
Greg Brown | Jun 1, 2022

How to Create a Simple Investment Plan with an Index Card

Have you heard the rumors, the buzz??

Here you are working away on your investments, spending so much time feeling confused or wondering if you are doing the

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The Ultimate Guide to Getting More from Your 401k Plan
Greg Brown | Apr 1, 2022

The Ultimate Guide to Getting More from Your 401k Plan

Retirement. Cruising in the Greek Islands? Taking the grandkids on holiday? Going out to that world famous restaurant? Having THAT round of golf? Can’t wait? Me

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Expert Tips on Building Wealth for Forty Somethings
Greg Brown | Feb 1, 2022

Expert Tips on Building Wealth for Forty Somethings

It’s not easy being 40-something.

Hovering somewhere between the Baby Boomers and the Millennials, we defy tidy categorization. (Who wants to be pigeonholed into

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Investing-Approach
Greg Brown | Dec 1, 2021

Take Your Investment Approach and Lump It

Congratulations, you’ve received a chunk of change! Maybe it’s an inheritance, signing bonus, proceeds from a business sale, or similar windfall – or maybe you

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