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How to Invest $500k Wisely in 2023

So you want to know how to invest $500k. First off, congrats, that’s a sizable amount of money and halfway to a million...

Do You Need a Business Financial Advisor?

Managing money is daunting when the success of your business hinges on your decisions. A business financial advisor can support you and help...

Do I Need a Financial Advisor for My 401(k)?

Whether or not you need a financial advisor for your 401(k) depends on your circumstances, goals, and assets.Some people prefer to self-manage their...

Financial Consultant vs. Financial Advisor: What’s the Difference?

The terms “financial consultant” and “financial advisor” are often used interchangeably, but that’s not always the most accurate representation of their background. Both...

DoorDash vs. Postmates: 2023 Drivers Guide

DoorDash vs. Postmates is a common debate, as they are two of the most popular food delivery apps. If you’re considering working for...

Amazon Flex vs. DoorDash: Driver’s Guide

If you’re considering jumping into the gig app scene, Amazon Flex and DoorDash are two common apps that both pay well  – but...

401(k) Taxes on Withdrawals & Contributions: Pre- and Post-Retirement

401(k) accounts provide employees with many tax benefits, but when you need the money, there are tax consequences you must understand.The taxes you’ll...

403(b) Max Contribution for 2023

Saving for retirement today can help you live the golden years you’ve dreamt of, but it requires a little sacrifice today.If you work...

What Is a Robo-Advisor?

At its core, a robo-advisor is a digital platform that offers automated financial planning and investment services. It’s all done with the power...