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Blog

A black and white image of a couple laughing
Nitesh V | Sep 28, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Nitesh V | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Hand holding a page with several charts on it
Nitesh V | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Nitesh V | Sep 12, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Nitesh V | Sep 7, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Nitesh V | Sep 5, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Nitesh V | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Nitesh V | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Nitesh V | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Nitesh V | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Phone, clipboard, pen and paper on a desk.
Nitesh V | Jul 13, 2022

The Power of Compound Interest

Finance
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheque to paycheque was your reality? ‘If only I knew then what I know now
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Hands at a coffee table with laptop.
Nitesh V | Jul 11, 2022

Protecting Your Intellectual Capital

Privacy
Property

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital

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