Posts tagged overcoming financial challenge
When to Hire a Money Coach

If you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor.  In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.

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3 ways to be healthy, wealthy and wise

There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”

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