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Month: October 2021

Finding a Financial Life Planner

The difference between a traditional financial planner and one that practices financial life planning is significant. The former focuses on the dollars and cents of making good financial decisions, while the later adds the more complex human component to the process....
Worst Market for a First-Time Homebuyer?

Worst Market for a First-Time Homebuyer?

This could be the worst market for a first-time homebuyer, experts say October 19, 2021 | Andrew Osterland KEY POINTS Buying a first home is always a big decision, and a hot housing market untamed by the pandemic has made it harder than ever. Interest rates are a...
Backlash for New Proposal Amidst Concerns

Backlash for New Proposal Amidst Concerns

A new proposal that received backlash for privacy concerns Recent claims about the IRS monitoring bank accounts over $600 have some people questioning their financial privacy, but now there are talks of revisions to the proposal. October 19, 2021 | Gillian Trudeau...

Financial Planning Wisdom From Nazrudin Project

One of the most influential financial planning organizations I participate in doesn’t officially exist. The Nazrudin Project is an eclectic, holistic group of financial life planners, therapists, authors, educators, and coaches. It is leaderless, with no...

Are South Dakota Trusts Immoral “Tax Havens”?

South Dakota has certainly been in the news recently. Coverage of the leaked “Pandora Papers” included headlines like “How South Dakota became a global tax haven,” “South Dakota Is a Moral Sewer and Should Be Abolished,” and...