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I know lots of people with money who don’t seem wealthy. That’s because financial planning is actually the antithesis of building wealth. We’ve become indoctrinated to believe wealth is all about ...

For Liz Frazier, families and working professionals take center stage. As a certified financial planner and founder of Frazier Financial Consultants, her life’s work has been dedicated to making ...

In the world of investing, we’ve all heard the phrase “Don’t put all your eggs in one basket.” It emphasizes the importance ...

Something interesting happens when people achieve financial security: Money often stops delivering the sense of purpose they expected. Not in a "money doesn’t matter" way, but in a "this isn’t the ...

The famous behavior psychologist, Kurt Lewin created a simple change process involving three important steps: 1. Unfreeze, 2. Change, and 3. Refreeze. For example, if you have a block of ice, you ...

The way Gen Zs and millennials think about success at work marks a fundamental shift from previous generations. Now in its 14 th year, the Deloitte Global Gen Z and Millennial Survey serves as a call ...

Over the past decade, industry salaries have been on a roller-coaster ride. This year’s survey data shows a return to level ground, which makes this a good time to re-evaluate how we think about money ...