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Planning for Retirement With Your Spouse by Trilogy Financial July 2nd, 2019     Retirement is a big deal, and there are a lot of moving components to plan out. Those issues multiply when there is another individual added to the mix. My definition of retirement is the financial freedom…

  • When Your Financial Dreams Get in the Way of Your Financial Goals by Trilogy Financial July 2nd, 2019   Words are power, and each word has its own weight and energy. Words have inspired people to stand up for what they believe in or hang their head down in defeat. Therefore, choosing the right words to describe that which you want to manifest is very important.   For example, when speaking of aspirations for the future, there are those who use the words dreams and goals interchangeably. However, they ae distinctively different in definition and performance. A dream is boundless,…

  • BANKRATE STAFF  June 12, 2019     Millennials (individuals born between 1981 and 1996) number 83.2 million and are characteristically known as the largest, best-educated and most diverse generation in U.S. history. However, saving for retirement, budgeting and establishing and maintaining a financial plan remains a challenge for millennials, according to the National Institute on Retirement Security. Nearly half of all millennials are already concerned about their ability to retire when they choose and two-thirds are concerned about outliving their retirement savings. Crushing student loan debt has also crippled this generation’s ability to invest. Millennials’ slower start to investing can…

  • It’s graduation season, and there’s an excitement in the air about starting a new chapter. Mixed in with this excitement is an element of stress to make the right decisions: decisions on how things should be done, when they should be done and where they should be done. All these decisions are common, but they often distract from the purpose of what comes after high school.   We need to remember that higher education has a purpose. It’s more than an experience. The purpose of a college degree is employment. It is an investment, and as with any other investment,…

  • Bankrate February 27, 2019 by Kelly Anne Smith     The current $1.5 trillion in student loan debt is holding Americans back. A new Bankrate survey finds that most Americans who have had student debt have delayed important financial decisions and milestones because of it — and some even regret taking out student loans in the first place. “There’s no question about the general value of education. A college degree typically translates to greater chances of being employed,” says Mark Hamrick, senior economic analyst and Washington bureau chief at Bankrate. “Student loan debt is, in a sense, the other side of the…



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