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Know-More Blog
What will be your New Year’s resolution?    Did you resolve to save more money in 2021? Almost half of all Americans did. Collectively we’re on track to save more this year than in any year in decades, except for 2020. Considering that less than 10% of New Year’s resolutions are successful, we shouldn’t be...
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When and where do we learn personal finance behavior? Young adults who receive financial education are less likely to carry credit card debt, and more likely to apply to and receive grants and financial aid. Despite this fact, the Council On Economic Education goes on to say that less than 17% of students were required...
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Improving your property is vital to ensuring that its value continues to climb and that it keeps the same fantastic perks it had when you first purchased it. However, which updates and improvements you decide to make can affect how much value they add, so it’s vital that you heavily consider each option before moving...
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Virtual financial wellness and planning delivered in a comprehensive plan while remaining unbiased and unconflicted. That was the mission that brought together the operations team here at My Financial Coach. After three years of operations, My Financial Coach is still delivering on that mission and working to grow our impact. We have certainly had many...
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Financial planning is a journey, not a destination. There are a lot of ways you can engage in financial planning and there are several types of firms that focus on specific topics. For example, many investment management firms may focus on asset management and retirement income planning, while insurance agencies may focus on insurance gap...
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Once you’ve flown first class, you realize just how cramped it is in economy, with food that is either nonexistent or unappetizing, and no guarantee that you’ll have room for a carry-on bag in the overhead compartment. In first class, you get more space for bags and legs, better provisions and specialized attention from the...
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One of the perks of being a small business owner is the tax deductions you can take advantage of, including writing off trips and vacations. You just need to know your motives before you go! To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax...
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No long-term financial instrument should be left unattended over time. A life insurance policy typically spans several decades and must be managed. Policy portfolios may be impacted or influenced by policy owner actions/inaction, the general economic environment, tax laws, health changes, family changes, risk tolerance changes, evolving goals, and changes in financial resources.  Policy management...
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When it comes to financial, retirement, insurance, tax, and all the important life choice planning, you want to look for the best of all things. You want to find a financial partner that can both help you cover all your financial bases and provide expert level insights into each of these areas. You also probably...
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Disability
Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great...
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