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Four Smart Money Tips for Your Home Improvement Project

A couple I know is downsizing. Though this new house has “good bones,” it needs some renovating and a great deal of updating.  The wife wants a to-the-penny budget in advance. The husband maintains that since they can’t predict everything they might need or want to do until they get into the project, any budget […]

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A Saner, Simpler Life for Harried Business Owners

Last week we met Ron and Sharon, the couple who started a little side hustle, watched it boom into a profitable business, and then lamented how this “blessing” of a company had completely overtaken their lives.  I described three stages many business owners go through. I argued that the essence of contented simplicity is saying

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Are You a Victim of Your Own Business Success?

Ron and Sharon started a little side hustle…that unexpectedly morphed into a booming business. Initially, all those happy customers—and that sizable bump in income—were thrilling. But in time, their growing enterprise became a 24/7 obsession. Says Sharon, “At first, it was fun telling people, ‘We’re business owners!’ Now it’s more like ‘Ugh! This business owns

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Preparation Beats the Quest for Perfection

You probably have a friend who thinks about money and investments all the time.  (Or, perhaps, YOU are that friend.) You know the type: Always monitoring the markets. Constantly trying to identify the hottest mutual fund. Relentlessly keeping one eye on CNBC or Fox Business. For some, this hyper-focus on money is thrilling, almost addictive.

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Don’t Confuse Symbolism with Substance When Trying to Save Money

As a financial advisor, I hear these complaints all the time: All of these comments reflect a faulty mindset. They are looking at the “savings problem” from the wrong end of things.  You see, it’s all but impossible to cut back when you see everything you buy as “essential.” You can waste a lot of

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