Financial Poise

Personal Finance

Money Basics Series #3: Managing Credit Card Debt

Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks.

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Money Basics Series #2: Painless Budgeting

Let’s assume you’ve already read Installment #1 of the Money Basics Series. You checked your credit score and chose your bank. Now you can better identify areas where you need […]

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Money Basics Series #1: How to Read Your Credit Report and Choose Bank Services

The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.

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Fraud Prevention for Suckers: Phishing Scams

Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. 

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Today’s Top Seed Stage Venture Investors 

The potential of investing in the first round of a startup is raising capital can be a life-changing investment strategy.

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Investing in the Great Lakes Boom

Climate migration and water scarcity will lead to an economic boom for the Great Lakes Basin. Is Great Lakes investing the new revolution?

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10 Ways to Save on College Costs

Recent legislation attempts to clarify parents’ true cost of college. With some care and preparation, you really can save on college costs.

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Budget-Friendly Holiday Meals: Take the $100 Challenge

Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.

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Evaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity

Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding […]

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Retirement Account Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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