Protection Planning

Money mistakes in your 40s

9 Money Mistakes to Avoid in Your 40s

by Sophia Bera November 29, 2017

Your 20s were all about setting up your financial foundation and establishing good habits. Your 30s were about life changes like getting married, having kids, and building your career. In your 40s, everything is amplified even more. You’ve got growing kids and aging parents — and what you don’t have is a ton of spare […]

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Money mistakes in your 30s

8 Money Mistakes to Avoid in Your 30s

by Sophia Bera November 22, 2017

“It’s complicated” is a great way to describe life in your 30s. You’ve been working for a while, so you might finally feel more financially stable than ever before. But on the other hand, you often have competing financial priorities. Career growth, serious relationships, family, and major life purchases tend to make this a very […]

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Money mistakes in your 20s

8 Money Mistakes to Avoid in Your 20s

by Sophia Bera November 15, 2017

Ah, to be in your 20s. Brunches are frequent, hangovers are less debilitating, and all the big, serious life stuff seems so far away. So top off your bottomless mimosa, my friend, because you’ve got absolutely nothing to worry about when it comes to your finances … or do you? Well, I’ve got good news […]

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Benefits for the self-employed

How to Create Your Own Benefits Package When You’re Self-Employed

by Sophia Bera September 20, 2017

When you’re a full-time employee for a company, you might take for granted all the benefits you get in addition to your actual salary. It turns out that of your total compensation package, 30% goes toward benefits like health insurance, disability insurance, life insurance, 401(k) matches, paid vacation and sick leave, and more. But nearly […]

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Recession-proof your finances

Are You Prepared to Ride Out the Next Recession?

by Sophia Bera January 27, 2016

The stock market experienced quite a few drops in January, causing a frantic debate in the media over whether or not another recession is coming. You might have been in college during the 2008 recession, or recently graduated and struggling to find a job. Or maybe you were a few years into your career and […]

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intermediate financial tips

You’re Doing Really Well Financially: Now What?

by Sophia Bera September 9, 2015

When you’re first getting your financial act together, the advice you’ll get pretty much boils down to: Create a budget Build up emergency savings Pay down debt Contribute enough to your 401(k) to get a company match, and fund a Roth IRA as well if you can You built up a solid career, got out […]

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