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The CARES Act 101 - Podcast Interview on the Minority Money Podcast with Emlen Miles-Mattingly

The Coronavirus Aid, Relief, and Economic Security (CARES) Act has recently been passed to support US residents dealing with the global pandemic, COVID-19. It’s a combination of economic stimulus and support for the health care system. We’re going to talk about what this stimulus package entails as Luis Rosa, CFP® EA, Founder of Build a Better Financial Future and host of the On My Way To Wealth Podcast joins us in this episode! He’s a Certified Financial Planner with a mission to help others pursue their financial goals!

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Need Cash Now? 5 Options to Access Cash in a Coronavirus Economy

In these times of COVID-19, or coronavirus, and the resulting financial uncertainty, many people are finding themselves strapped for cash. While you’re waiting for the effects of the newly-passed economic stimulus plan to trickle down your way, you may be wondering how to make some money moves now to cover your expenses. By Robin Saks Frankel via Forbes 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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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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