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How to Balance Your Short-Term Expenses and Long-Term Financial Goals

How to Balance Your Short-Term Expenses and Long-Term Financial Goals

by Dave McDougall | Feb 10, 2023 | Goal Setting

What matters more: saving money today, or reaching your financial goals for tomorrow? Paying for home renovations and taking a family vacation, or saving for retirement and paying off credit card debt? And where does saving for mid-term goals, like a new car or your...
Open Enrollment: Which Benefits to Choose (and Which to Avoid!)

Open Enrollment: Which Benefits to Choose (and Which to Avoid!)

by Dave McDougall | Sep 28, 2022 | Wealth Management

Open enrollment is the short enrollment period offered once every calendar year by companies that provide health coverage, special insurance, education incentives, and other job benefits. Open enrollment periods happen annually (typically in the fall) and last a few...
These Emotional Biases are Keeping You From Smart Investing

These Emotional Biases are Keeping You From Smart Investing

by Dave McDougall | Jan 4, 2022 | Investor Behavior, Wealth Management

It’s tough to overcome emotional biases in investing because they’re basically embedded filters in our thinking. They’re not usually rational, they don’t help you invest smarter, and many investors are unaware they even have these filters in place to begin with. ...
To Refinance or Not Refinance Student Loans: That is the Question.

To Refinance or Not Refinance Student Loans: That is the Question.

by Dave McDougall | Aug 16, 2021 | Wealth Management

Student loan debt is now at an all-time high, according to Forbes. Collectively, the 45 million Americans with student debt owe $1.7 trillion (yes, trillion, with a “t!”). Student debt has surpassed credit card and car debt, making it the second greatest source of...

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