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5 Smart Pieces of Money Advice Financial Planners Will Tell You for Free

If there's anyone you should turn to for honest and objective money advice, it's a financial planner. Certified financial planners have a fiduciary responsibility to provide guidance and recommendations that are in your best interest — not theirs, their company's, or anyone else's. That said, financial planners can still offer sound and actionable advice when they're not sitting with a client one-on-one. Here's some of the smart money advice financial planners have shared with us. By Tanza Loudenback via Business Insider with contribution from Luis F. Rosa, CFP® EA.

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Put These 6 Things on Your Year-End Financial Checklist

We know. It’s the holiday season and it can feel dizzying. You’re busy buying gifts, booking travel tickets, whipping up recipes and readying your place for stay-over guests who expect clean towels. It probably sounds like a horrible time to take on more tasks. Yet, if you start checking in with your financial situation now-ish, you could help make sure you aren’t putting your financial goals more out of reach. By Mary Wisniewski via Bankrate with contribution from Luis F. Rosa, CFP® EA.

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How Much Should You Spend on Your Holiday Gifts?

For many of us, the holidays herald a stressful money test: how much should we spend on presents for the kids, parents, spouses, a teacher or two and that fancy friend. It’s a triggering tab we often fret about. Slightly more than half of people (51 percent) say they feel pressured to spend more than they are comfortable with on gifts during the holidays, according to the 2019 Bankrate Holiday Gifting Survey. Moreover, 43 percent of consumers named not having enough money to afford gifts their top holiday money concern, per a November 2019 Early Warning Services’ report. By Mary Wisniewski via Bankrate with contribution from Luis F. Rosa, CFP® EA.

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8 Signs You're Not Building Wealth as Fast as You Think

No matter how eager you are to build long-term wealth, the path to get there is usually long and slow. Instead of becoming a millionaire overnight, the small steps you take every day — and with every paycheck — will snowball until enough time has passed to let compound interest thoroughly do its job. But are you living up to your financial potential? Now, that's a tough question to answer. You may be investing regularly and saving plenty of money, but that doesn't mean you're not also working against yourself. By Holly Johnson via Business Insider with contribution from Luis F. Rosa, CFP® EA

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5 Reasons Why You Don't Need to Be a Rockefeller to Have an Estate Plan

We typically hear the word “estate” and automatically associate it with the super wealthy. The truth is that most working families will likely benefit from having an estate plan in place. There are non-monetary things that can be taken care of via wills, trusts, and powers of attorney. Here are five reasons why you should consider establishing an estate plan even if you’re not super wealthy.

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