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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.
![[Infographic] 10 Simple Money Management Tips for Financial Stability](https://static.wixstatic.com/media/329ea9_e97258921a6c42f189626943343804ee~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_auto/329ea9_e97258921a6c42f189626943343804ee~mv2.png)
Donovan Carson
Mar 11, 20241 min read
[Infographic] 10 Simple Money Management Tips for Financial Stability
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...
Donovan Carson
Mar 11, 20243 min read
Top 5 Things You Should Always Share With Your Financial Advisor
Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not...
Donovan Carson
Mar 11, 20243 min read
How Much Do You Need to Buy a House?
The answer to this complex question involves not only the initial costs of buying a home, but also your ability to keep up with the...
Donovan Carson
Mar 11, 20243 min read
Does My Financial Advisor Need to be Local?
Choosing your financial advisor is based on your needs, goals, and comfort levels, aligned with the advisor’s expertise. So, the answer...
Donovan Carson
Mar 11, 20243 min read
Should I Call a CFP®, a CPA, or Both?
Unless you work in the financial world, it can be difficult to keep track of the many acronyms and accreditations flying around. A...
Donovan Carson
Mar 11, 20243 min read
Questions to Ask Your Financial Advisor Before Getting Started
When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your...
Donovan Carson
Mar 11, 20243 min read
Top 5 Considerations When Shopping for Life Insurance
Any expected death is always a tragedy. But if the person who passed away was earning a large percentage of a family's income, it can...
Donovan Carson
Mar 11, 20243 min read
5 Home Renovations That Can Affect Your Insurance
Planning a home renovation involves fun activities such as designing a new floor plan and picking colors. However, having a conversation...
Donovan Carson
Mar 10, 20243 min read
Top 6 Must-Read Books to Get Into Investing
Investing can be a little dangerous if you don’t prepare yourself for the rocky road ahead. Protect yourself and your money by reading...
Donovan Carson
Mar 10, 20243 min read
Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
Once you've decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional...
Donovan Carson
Mar 10, 20243 min read
20 Myths About Working With a Financial Advisor
Myths about working with a financial advisor abound, maybe you've even heard a few: "I don't need one" "They're for the wealthy" "There...
Donovan Carson
Mar 10, 20243 min read
What is the Fiduciary Rule and Why You Should Care
When you’re deciding on a financial advisor to guide you on decisions regarding retirement, investments, life insurance, estate planning...
Donovan Carson
Mar 10, 20244 min read
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Come in Handy
Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a...
Donovan Carson
Mar 10, 20243 min read
Tax Planning Tips For Investors: 5 Things to Keep in Mind for the Tax Season
This tax season may be a bit different for many Americans. Giving your tax return a bit of extra attention and effort could help avoid...
Donovan Carson
Mar 10, 20243 min read
Before Completing Your Tax Return, Keep These 5 Filing Tips in Mind
Filing taxes always feels a bit tedious. Stay the course for filing your tax return while keeping these five tips in mind. Tip #1:...
Donovan Carson
Mar 10, 20241 min read
Tax Filing Season To-Do List
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...
Donovan Carson
Mar 10, 20244 min read
Bear Markets and the Threat of Recession: What You Need to Know
What Is a Bear Market? A bear market refers to a period of time in which stock prices decline and the overall market outlook is...
Donovan Carson
Mar 10, 20243 min read
5 of the Top TED Talks About Personal Finance
Since 1984, the TED non-profit organization has been providing powerful, 18-minutes or less talks in a way in which “technology,...
Donovan Carson
Mar 10, 20243 min read
Passive Income: What it is & How to Use it to Build Wealth
Passive income is generated with little effort to maintain it. Generally, this type of income is tied to some form of investing. It...
Donovan Carson
Mar 10, 20243 min read
5 Signs it Might be Time to Move Your Investments
Making sure your investments are doing well can be a challenge, especially if you don’t like how they have been performing, or other...
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