Financial Planning

Many financial advisory firms start out with a single founder – in part because, early on, the founder might also...

Guess what I did Monday and Tuesday? I recorded my audiobook! This was my fifth book to record (I skipped...

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Published: by Anica on June 20, 2026  |  This post may contain affiliate links. Read my disclosure policy here. Cool down your...

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Just the Tip: Every taxpayer chooses each year between the standard deduction, a fixed IRS amount, and itemizing actual expenses...

Discovery rarely happens on your terms. A denied loan application, a statement in the mailbox, a collections call on speakerphone....

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...

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At a time when most laypeople were chuckling in social media forums over bizarre AI-generated images, Andre Mansour saw opportunities.Processing...