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MoneyDo: Share your financial goals with someone.

MoneyDo: Share your financial goals with someone.

We just passed Valentine’s Day, which is when we celebrate relationships and feelings that hold so many of us together.  We truly are social creatures. More and more scientists are discovering the power of interacting and learning in a partnership or community. Some...
MoneyDo: Start saving for the holidays now.

MoneyDo: Start saving for the holidays now.

It’s time to start talking about Christmas. No, this isn’t a misprint, and it’s not a retread of a past MoneyDo. In fact, we’ll be talking about this MoneyDo item in about 9 months. Last year, over half of holiday shopping had not been paid off four months later. If...
MoneyDo: Align your portfolio’s risk.

MoneyDo: Align your portfolio’s risk.

Risk. Many associate the word risk with other words like danger or caution. Talking about risk could be an opportunity to give you peace of mind. In this week’s MoneyDo, we suggest you Align your portfolio’s risk with your risk capacity. The conversation about risk...
MoneyDo: Consider if you need life insurance. If so, how much?

MoneyDo: Consider if you need life insurance. If so, how much?

What would happen to your family if you were to die suddenly? Are they dependent on your income from work? Will there be sufficient funding for other expenses? Part of planning involves hard questions that often carry heavy emotional weight. But answering them...
MoneyDo: Set Financial Goals.

MoneyDo: Set Financial Goals.

Now that the holidays have passed, including the expenses of the holidays, it’s a great time to look at setting some financial goals for 2018. You may have set some fitness goals or health goals, but setting financial goals for the year is an important part of your...