Founding Fathers & Finance

With July 4th right around the corner, it is only appropriate to celebrate the individuals that made our independence possible and with that, their wisdom when it came to money. Let's hear what they have to say: 

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Elizabeth Thompson
Top 3 Sectors for Millennial Investment

Nearly all of my clients are millennials and they are always looking for the next big thing to invest in. However, many of them have consumer and student loan debt and are adding to that debt with homeownership. So, even though many of my clients would like to be risky, many simply can't afford it. These 3 sectors will give millennials the growth they are looking for without being overly risky (depending on the investment, of course):

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Elizabeth Thompson
6 Steps To Becoming A Stealth Millionaire

It's actually very easy to become a millionaire. A shocking statement, I know. 

Nearly 1 out of 20 individuals in the United States is a millionaire and the majority of those are self-made millionaires. In the United States, there is nothing stopping you from reaching your financial goals.

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Elizabeth Thompson
What To Do With a Raise?

Getting a raise is fantastic! It shows you are doing well at work, you are moving up in the corporate world, and your are on your way to a better possibility of financial security. However, if you aren't careful with how you utilize your raise, you can end up in serious debt. Here's what you should do with your next raise:

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Interested in Freelancing? Here's how you set your price πŸ’ΈπŸ’ΈπŸ’Έ

Everyone is jumping on the "side hustle" and freelancing train and I have to say, I think it is fantastic! Freelancing can be a great way to earn some extra cash to reach your savings and investing goals. However, setting your price as a freelancer can be tough with sites like upwork.com that offer huge ranges. It can leave you scratching your head where to start. Here's our guide for establishing your price as a freelancer:

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Elizabeth Thompson
Shock of Picking a Stock

Investing for the first time is like learning a new language. There are new acronyms, symbols, and confusing vocabulary that can leave you overwhelmed and frankly a little defeated. However, with a little guidance and some easy steps, you can be on your way to investing in stocks for the first time. 

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Elizabeth Thompson
Reasons To Go Roth

Ahh.. the Roth IRA. The unicorn of investment accounts. We have referenced Roth IRA's many times but have never gotten down to the nitty gritty of what makes them special. Today, we're going to be breaking down the reasons to go Roth IRA:

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Elizabeth Thompson
How to Discuss Financial Changes with Family

Finances and family sometimes do not mix. They can get especially tricky if you have decided to make a financial change in your life like getting out debt or trying to save more and start investing. The rest of your immediate and extended family may not "get it" and the good news is they don't have to! However, if you must discuss it, here's how you can speak to your family about your financial changes:

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First Time Home Buyer? (Part 1)

Buying your first home can be terrifying. You aren't sure where to start, you aren't sure what to look for, and you aren't sure what the next steps may be. We sat down with our friend Lacey, real estate investor and first time homebuyer, to discuss what to know before you buy a home. She told us that there are some preliminary steps to decide if home buying is right for you. She stated many people think it's the right time to buy but there are many factors that may not make that true. She gave us 5 factors to be aware of before buying:

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Elizabeth Thompson
Are You Keeping Up with the Joneses?

One of the best things I was exposed to at my previous job was a behavioral science department. Behavioral science? I had never heard of such a thing. Our behavioral science department studied individual's habits with money. This included how they felt and thought about money, what their actions were around money, and ultimately what worked and what didn't around financial education. 

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Elizabeth Thompson