Get Financially Naked

Get Financially Naked

Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.

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The Top 3 Financial Mistakes I See Couples Make in Their 40s

The Top 3 Financial Mistakes I See Couples Make in Their 40s

By Bryan Trugman, CFPⓇ People often don’t realize the time sensitivity of financial planning until they turn 50, and a lot of opportunities are missed as a result. Your 40s are an exciting time with new opportunities and challenges—and also a critical window to change...

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3 Mindset Changes to Make Before You Turn 40

3 Mindset Changes to Make Before You Turn 40

By Bryan Trugman, CFPⓇ The forties are an exciting chapter of life. New doors start to open as the fruits of our earlier efforts begin paying off. We may earn more and enjoy more recognition for our work. At the same time, turning 40 can serve as a rude awakening when...

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What I Learned About Money From My Parents

What I Learned About Money From My Parents

By Bryan Trugman, CFPⓇ I had the advantage of growing up with a financial planner for a father who gave me some “tough love” about managing money. I have to admit that I did not particularly enjoy learning many of these lessons at the time! But in hindsight, I’m...

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