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The Role of a Financial Planner

The Role of a Financial Planner

Save MoneyApr 11, 20242 min read

An alternative financial planner plays a pivotal role in helping individuals and families navigate their financial journey and achieve their long-term goals. Firstly, they provide personalized financial guidance tailored to each client’s unique circumstances and aspirations. By conducting comprehensive assessments…

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4 Tips for Saving for That Dream Vacation

Save MoneyMay 4, 20174 min read

Are you dreaming of an exciting summer vacation? Your children have a long break from school. You have some vacation time built up. The only problem left is to figure out how you will expense your vacation. When you factor…

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7 Practical Steps To a Happy Debt Free Life

Save MoneyApr 17, 20173 min read

According to the study by the American Household Credit Card Debt, each U.S. household carries an average debt of $15,355 in credit card and a total debt of $129,579. This statistic shows how much rooted debt levels are among Americans.…

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What Are the Uses of Business Valuation Software?

Save MoneyApr 10, 20174 min read

Business valuation software is typically used by a company or individual who is considering selling their business or purchasing another business. It regulates the amount that the seller is willing to ask or that the purchaser is willing to pay.…

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Three Common Business Valuation Approaches

Save MoneyMar 29, 20174 min read

There are a lot of reasons a business owner would need small business valuations. Perhaps they are closing down their business and need to analyze their debt to assets to pay off their creditors. Perhaps they are selling the business…

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Chip Reader Cards, the Future of Payment?

Save MoneyFeb 27, 20174 min read

If you have any credit cards that you frequently use for payment, your provider has probably already issued you a new card. That new credit card is similar to your old one, expect that it now contains a small chip.…

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