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Are Money Coaching Services Worth the Investment?
In 2024, more than one in three American households are financially insecure . This number is expected to increase in the coming years....
Advisor Matchup
Jan 35 min read

How To Build Financial Trust With Your Spouse
When spouses are not financially on the same page, it can lead to hurt feelings and misunderstandings. Learning to speak openly and...
Advisor Matchup
Jan 34 min read

What Is a Certified Financial Therapist and What Do They Offer?
Sarah stared at her investment app for the tenth time that day, her finger hovering over the "buy" button. Despite having $50,000 in...
Advisor Matchup
Jan 311 min read

How To Find and Choose A Financial Advisor
Planning for the future can seem daunting, especially in financial uncertainty. Thankfully, you don’t have to do it alone. With the help...
Advisor Matchup
Jan 37 min read

What Do I Do If I Am Unclear About My Financial Goals
Setting, Reaching, & Exceeding Your Financial Goals Without clear goals, it can be difficult to chart a path towards financial freedom....
Advisor Matchup
Jan 36 min read


Which is a better trading platform: Thinkorswim or E-trade
Choosing between Thinkorswim and E*TRADE ultimately depends on your individual trading needs, preferences, and priorities. Here's a...
Advisor Matchup
Mar 22, 20243 min read


The Empowering Case for Doing Your Own Taxes
In the realm of auditing, few tasks are as universally dreaded as doing taxes. The mere mention of tax season can send shivers down the...
Advisor Matchup
Mar 22, 20245 min read
Fidelity vs Merrill Lynch – which is better for Financial Planning
Determining which financial institution or financial planner is better, whether it's Fidelity or Merrill Lynch, depends on various...
Advisor Matchup
Mar 22, 20243 min read
Should I use a mortgage broker to find a loan or find one myself
Whether you should use a mortgage broker or search for a loan on your own depends on your personal preferences, financial situation, and...
Advisor Matchup
Mar 22, 20243 min read
How should my investment risk match my time horizon?
Matching investment risk with your time horizon is a fundamental principle of investment strategy known as asset allocation. The general...
Advisor Matchup
Mar 22, 20243 min read


Title 2 - New post
In today's fast-paced world, managing finances efficiently is crucial for achieving financial stability and freedom. As a finance...
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Mar 12, 20242 min read


nveiling the Ultimate Cash Management App – Your Gateway to Financial Freedom
In today's fast-paced world, managing finances efficiently is crucial for achieving financial stability and freedom. As a finance...
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Mar 12, 20242 min read
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