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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 Money Moves to Make Before You Turn 40

Turning the big 4-0 is a perfect time to reflect on how far you've come in life, the milestones you've surpassed, and the relationships you've built. But for some people — especially those who don't have their financial ducks in a row — it's a time when panic sets in. After all, turning 40 can make you painfully aware that time is running out to fix any financial mistakes you've made in the past. At the same time, you need to get serious about your money if you want to enjoy your golden years without financial stress. That's why financial advisers suggest a handful of money moves everyone should make before their 40th birthday. By Holly Johnson via Wisebread with contribution from Luis F. Rosa, CFP® EA

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