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Thoughts and musings
on the world of personal finance.
November 03, 2023
Bridging the Gap
The Urgent Need for Financial Accessibility in the LGBTQ+ Community
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October 06, 2023
Securing Your Team's Future: The Vital Role of 401(k) Planning for Small Business Owners
The Vital Role of 401(k) Planning for Small Business Owners.
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July 03, 2023
ESG Ticker Symbols- How do I know What to Pick?
What ticker symbols to look out for depending on your personal ethics. and passions
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June 19, 2023
Why Hire a Financial Advisor?
You’re a part of the financial industry, work with a professional to get the most our of your savings.
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June 12, 2023
ESG: What is it and Why do it?
Environmental, Social, and Governance Investing: What is it and Why do it?
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February 18, 2023
Health, Wealth, Lifestyle
In her debut blog post, Business Development Director Chelsea Maralason advocates for a healthy, balanced participation in our financial lives.
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November 05, 2021
Financial Fundamentals Series: The Value of Life Insurance as a Millennial
A good permanent life insurance policy is one of the best investments you can make. Starting when you are young makes a huge difference.
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September 03, 2021
Financial Fundamental Series: Retirements Accounts and Taxation
How you plan your financial life determines how much of your retirement savings you get to keep.
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August 27, 2021
“What” and “How” of Financial Planning
Financial planning is essentially putting a strategy in place that empowers you to make better financial decisions over time. It requires diligence, patience, and a willingness to change old habits and begin new ones.
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August 20, 2021
Financial Planning for Everyone
Financial advising is not so much about one person with a lot of knowledge and expertise telling you what to do with your money, it’s broader than that, and far more long-term.
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August 13, 2021
Financial Fundamentals Series: Understanding Risk
Whether you consider yourself a conservative or aggressive investor, avoiding risk entirely is impossible.
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August 06, 2021
Your Financial Why
Sure, everyone knows saving money is a good idea. The vision of retirement is as ingrained in the American psyche as apple pie. What is not so clear, however, is what makes that vision of financial freedom in the future so important that you are willing to build financial habits and make financial changes today.
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July 30, 2021
Becoming Friends with Your Inner Dissuader
Starting something new is often like standing at the edge of an ocean. The sun feels great, the ocean breeze is serene, and the water gently lapping at your feet is sublime. But then, when your cares are just starting to drift away and you close your eyes to enjoy, a wave rolls in, knocks you over, and steals one of your sandals. Your moment of calm is over.
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July 23, 2021
Welcome to Upbeat Financial
Hello, fellow wanderer! And welcome to Upbeat Financial, a island oasis in a sea of sameness. Amidst
waves of jargon, storms of online calculators, and schools of robo advisors, your innate currents have
led you here, an island of calm reflection, excitement, and desire to make positive change. Here on the
Upbeat Financial Archipelago, we learn to nurture a vibrant financial landscape and cultivate a content,
confident, thoughtful Future Financial Self.
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