A Guide to Giving and Lending Money

A Guide to Giving and Lending Money

Has a friend or relative ever asked you for a sizeable loan or financial gift? Handling this situation can be tricky. You don’t want to damage your relationship, but you also need to do what’s right for yourself. With a careful approach, however, you can smoothly manage whatever request comes your way. Saying YesIf you’re comfortable…

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Have you heard these 5 money myths?

5 Money Myths

Has anyone ever made an unfair assumption about your money habits? Was that assumption based on how old you are?  People often look for patterns and trends when it comes to spending and saving, but in reality, your financial approach probably isn’t based on age or decade alone. What do you think? Do these common…

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Making the Most of a Financial Windfall

Whether it’s tied to performance, holiday profits or a tax refund, nothing beats the joy of receiving a bonus. But resist the temptation to blow it all on something that could be short-lived. Instead, consider the following, all of which can have a lasting impact. Pay down debt. If you’re carrying a credit card balance…

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Orderly Savings

Depending upon your circumstances and everyone’s is different, the order that you prioritize for investing may vary. However, in general most people should prioritize investing for the short-term and then the long-term. Short-term investing, which I prefer to call savings, is most commonly for an emergency fund. An emergency fund is basically a small accumulation…

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Understanding Investment Risk

When it comes to investment risk, two facts are true for everyone! Everyone takes investment risk, but risk doesn’t necessarily mean additional return. You might be saying to yourself either, “I don’t take investment risk,” or  “I like risk, it means more return.” Well, I’m sorry to say it, but if you are either person,…

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