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Blog

A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Rob Glownia | Nov 2, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Rob Glownia | Oct 2, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A couple working in their kitchen together
Rob Glownia | Sep 2, 2022

Managing a Family Business

Family
Finance
Mixing family and business can be tough. It's important to create healthy boundaries.
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A teenager holding a yellow and blue longboard talking to her friend
Rob Glownia | Aug 2, 2022

Finance Lessons for Your Teenager

Family
Finance
Help your teens build good habits so they're ready for their future.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Rob Glownia | Jul 2, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Rob Glownia | Jun 2, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Elderly woman doing yoga in a park
Rob Glownia | May 2, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Rob Glownia | Apr 2, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Rob Glownia | Mar 2, 2022

Tips to Spend Less Time On Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed on time.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Rob Glownia | Feb 2, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An exit sign in a modern office building
Rob Glownia | Jan 2, 2022

Small Business Owners: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Rob Glownia | Dec 2, 2021

How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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