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    • Personal CFO
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Financial Planning

Financial Planning Uncovered

This post was written by Anjali Jariwala, founder of Financial Investment Tax Advisors. Anjali and I became friends after meeting at...

What’s What in the Alphabet Soup of Retirement Planning

This article is a guest post from Tyler Landes, founder of Tandem Guidance. Tyler and I became friends after meeting...

Make Your Pesky Student Loans Disappear

Student loans are a drag. Many of us have no choice but to rely on student loans to help us...

The Champagne Fountain Money Saving Technique Part I

While many find it easy to save money, far fewer are able to allocate their savings properly. They want to...

Why it is a Bad Idea to Sacrifice Retirement Planning for Education Planning

As the weather grows colder and the school year gets into full swing, the thought of your child’s future education...

Practical Debt Management: How to Handle Repayment

Debt can be a useful tool if you know how to leverage it. Student loans help pay for the MBA...

Paying FICA as a Small Business Owner: Social Security & Medicare

As a small business owner, you probably the know the pain of handing over a large tax bill every quarter....

The Three Business Card Life: How to Join the Sharing Economy

A new way to work is emerging. In three-business card life, it’s possible to pursue multiple interests — and incomes...

7 Questions Your Financial Planner Should Ask You

Selecting the right financial planner can be tough. You want to find a qualified, trustworthy financial pro. But how do...
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Phone: 530-255-4476
Address: 1800 Pine St. Suite A Redding, CA 96001, US

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