Because of the pandemic, there’s no financial peer pressure — which means now is the perfect time to focus on your savings goals

Michelle Jackson •
Business Insider
RichVintage

I will never forget the second week of March 2020 for as long as I live. It’s the week that the city of Denver and the state of Colorado shut down everything because of COVID-19. The ski resorts, casinos, and small businesses were shut down, and we were all sent home, reeling in shock. This

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3 financial steps to take before the next COVID-19 downturn

Megan Gorman •
Forbes

Americans are exhausted after almost five months of the Covid-19 pandemic. Their lives have been turned upside down and this includes their finances as well. Even though this has been a long journey, there is still a long way to go until we return to a more normal world. A recent Bankrate survey found 76% of adults are

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When 2020 turned my life upside down, I had to overhaul my spending to support a new normal

Elizabeth Aldrich •
Business Insider
DuxX

For most of us, 2020 has been an event-filled decade. Ahem, I mean, year. Wait, we’re only halfway through? If we’re going to make it through this roller-coaster ride, keeping our finances in order is essential. For me, major changes in nearly every aspect of my life during the first few months of 2020 have

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No one is immune to a financial disaster, but everyone can be smart about what comes next

Tanza Loudenback •
Business Insider
Fabio Principe

Money is everywhere. You might earn, spend, and invest money all in the same day without uttering a word about cents or dollars. And yet, too many Americans are quick to forgo a financial plan. Some say they don’t have enough wealth or time for one. If you have goals that require money to achieve

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I’m a financial planner, and there are 3 ways my advice to clients has changed during COVID-19

Sharif Muhammad •
Business Insider
Feverpitched

As the COVID-19 virus raged through the northeast US in March, I received numerous calls from concerned clients pleading for information and guidance. Questions like, “Should I get out of the market?”, “Which bills should I prioritize?” and “Should I pay the rent/mortgage?”  As we discussed these and other issues, I realized that we were

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8 money tips financial planners always give to couples

Ashley Abramson •
Business Insider
Sushiman

Money is one of the most common causes of stress and strain in even the strongest relationships. But with a little bit of strategy, communication, and intentionality — and perhaps the help of a certified financial planner (CFP) — managing finances with a partner can be less painful, more productive.  Being on the same page

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