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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.
How to Live Well Together With Your Partner in Retirement
Interestingly enough, when it comes to retirement, most couples spend a good amount of time planning financially but then often neglect...
Donovan Carson
Mar 10, 20243 min read
How To Pass On Your Financial Values to the Next Generation
In the next two or three decades, it is expected that a great wealth transfer will occur. It should come to no one's surprise that a...
Donovan Carson
Mar 8, 20243 min read
A Guide to Dividing Your Estate Unequally
Dividing your estate among family can be complex and sometimes difficult. Nevertheless, not having a will may lead to more complications...
Donovan Carson
Mar 8, 20244 min read
Getting Married With Student Loan Debt? Here's What You Need to Know
The outstanding student loan debt in America sits at a staggering $1.48 trillion as of August 2019.1 With so many students graduating...
Donovan Carson
Mar 8, 20244 min read
How Much Allowance Should You Give Your Children?
An allowance is a tradition of childhood. Maybe your parents gave you a specific weekly or monthly sum you used to get all the little...
Donovan Carson
Mar 8, 20243 min read
6 Ways to Start Helping Your Kids Manage Their Money
Helping your children learn to manage money at a young age can give them a solid foundation and teach them the true value of money....
Donovan Carson
Mar 8, 20243 min read
6 Financial To-Do's for New Parents
Having a new baby is a much-anticipated event. While growing a larger family brings added joy and love to your household, it can also...
Donovan Carson
Mar 8, 20244 min read
Infographic: How to Talk to Your Kids About Money
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 8, 20241 min read
Getting Married? 5 Financial Considerations to Discuss With Your Partner First
Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not as fun as cake tasting,...
Donovan Carson
Mar 8, 20243 min read
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