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Keep Some Jingle in Your Pocket this Holiday Season

What happened?  You blinked and all of a sudden Thanksgiving is over!  Christmas is right around the corner, and you feel unprepared to say the least.  Now what?  The holiday season is notorious for causing people to overspend and maybe rack up dangerous amounts of...

3 Money Concepts Your Kids Should Know Before Age 10

Handling money wisely is difficult for people of all ages, but it seems to be an especially tricky concept for kids as money has become less tangible. When I was growing up, I saw cash and checks being used as the normal form of payment. Kids today see mom and dad...

Best Credit Cards for Your Lifestyle

As financial planners, we often talk with clients about ways to either save money or make their money work for them. With credit cards, we like to see clients use credit cards where they at least get rewarded for their spending. Which credit card is best? It depends...

Getting Things Done for Personal and Financial Planning Success

It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day?  Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to complete the...

10 Ways to Do Good: Expand Your Financial Planning Thinking

I had the opportunity a while back to hear Laura McKnight, co-founder of Mulberry South, and formerly the CEO and president of the Greater Kansas City Community Foundation present some interesting facts about philanthropy in the United States. Ninety percent of U.S....