Financial Wellness

wealthy vs. rich

Wealthy vs. Rich: What’s the Difference?

In today’s fast-paced world, financial success is often equated with being wealthy or rich. However, there are significant distinctions. While both terms refer to abundant financial resources, the underlying principles and long-term implications differ significantly. As a financial advisor specializing in assisting professionals in the technology industry, I come across many situations where we can …

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how to survive a recession

How to Survive a Recession

The natural economic cycle, unfortunately, includes periods of recession. Throughout history, recessions have occurred of various magnitudes and for multiple reasons. Every recession tends to be different, and nearly impossible to predict precisely when they’ll happen. Recessions are tied to economic conditions such as higher unemployment, stagnating wage growth, stock market declines, falling real estate …

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millionaire money habits

Millionaire Money Habits

Creating habits regarding money management, or anything in life for that matter, will drastically improve your chances of achieving a goal. Millionaires, in particular, typically abide by certain habits, sometimes consciously and other times due to creating similar habits in other areas of their life, resulting in their ability to achieve a net worth greater …

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financial checklist for newlyweds

Financial Checklist for Newlyweds

Of the many exciting and potentially stressful items on the to-do list prior to or after getting married, is to organize joint finances. Hopefully, conversations around finances have already been had prior to getting married so that each spouse has a good idea of the other’s financial situation. Having these conversations are extremely important because …

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