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Running Upstairs

UPWARD MOBILITY

Upward mobility: the capacity or facility for rising to a higher social or economic position. (Merriam-Webster) Not every person reading this blog strives for upward mobility, but I would wager that most of you do. It is the idea that you want to make a better life for yourself, your family, and your heirs. Some …

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Mutual Funds & Asset Allocation

ASSET ALLOCATION MUTUAL FUNDS

Do you remember our discussion about asset allocation? Asset allocation is the process of dividing the money in your investment portfolio among stocks, bonds, and cash which are also called asset classes. For a review of asset allocation, check my Asset Allocation = Investment Chili blog. As you allocate funds between the three asset classes, …

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Numbers

NUMBERS, NUMBERS, NUMBERS!

“Numbers, numbers, numbers! Everywhere I look there are numbers! I hate math, I hate numbers!” Wow! Does that sound like you? Maybe not every day, but some days? Right now, I am trying to put together all the forms and records needed to file my income tax and, I will tell you, there are days …

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Needs versus Wants Tug of War

THE BATTLE OF NEEDS VS. WANTS

I need a new dress for the party! I want a new phone for Christmas. Need to stop at the grocery store? Do you want to build a snowman? Heard any of those? Of course you have! When you hear “need.…” or “want….,” do they feel different? If you heard your friend say, “I need …

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Investment GPS

SET YOUR INVESTMENT GPS

How will you know you are there if you don’t know where you are going? Good question! Have you ever gotten in your car with no idea where you were going? The last time I remember doing that was cruising in high school. We’d hang out a while at Mabe’s Pizza hoping the guys we …

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Financial Fears

FINANCIAL FEARS

Has the pandemic made you anxious and afraid for your financial future? Some fears are more real than others. Some come from valid concerns—your past and family experiences—and some from sources that might not be so valid—the media and other influencers. What can you do about your fears? How can you squelch those uneasy feelings? …

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