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A Comprehensive Guide to Savings Types and Advisor Support

The Urgent Need for Financial Accessibility in the LGBTQ+ Community

The Vital Role of 401(k) Planning for Small Business Owners.

What ticker symbols to look out for depending on your personal ethics. and passions

You’re a part of the financial industry, work with a professional to get the most our of your savings.

Environmental, Social, and Governance Investing: What is it and Why do it?

In her debut blog post, Business Development Director Chelsea Maralason advocates for a healthy, balanced participation in our financial lives.

A good permanent life insurance policy is one of the best investments you can make. Starting when you are young makes a huge difference.

How you plan your financial life determines how much of your retirement savings you get to keep.

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.

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.

Whether you consider yourself a conservative or aggressive investor, avoiding risk entirely is impossible.

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.

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.

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.