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Thursday, November 21, 2024

Fundraising

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money saving

Money Saving

I saved over $1 million by age 32—and now I’m bored

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My parents ran a French restaurant with a handful of staff, and they didn’t have pensions or benefits. They had...

Canada’s inflation rate increased to 2% in October

4 Reasons Why Designer Sunglasses Are Worth the Investment

BUDGET

Budget

Keeping the Christian Spirit Alive Through Home Décor

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In a world that’s always on the go, our homes serve as sanctuaries, a place of peace, reflection, and connection. For many Christians,...

Hosting guests on a budget this Christmas

How to Pay Off Debt Fast: 12 Ideas

financial planning

FINANCIAL PLANING

Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Financial Planning admin -
Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. One component of this duty of care is...

Highlights From The Advise AI Conference 2024

Financial Planning admin -
In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice...

Weekend Reading For Financial Planners (November 16-17, 2024)

Financial Planning admin -
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity...

Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer

Financial Planning admin -
Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer Posted by Anna Sergunina on Nov 14, 2024 ...

Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

Financial Planning admin -
As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting...

WEALTH MANAGEMENT

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