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Trending Articles in Building Wealth & Investing
Financial Planning for Business Owners
Owning a business offers highs and lows rarely experienced by most people.
By reading this guide and partnering with an experienced financial advisor, you can establish a financial plan designed to increase your financial stability and reduce the stresses frequently encountered by small business owners.
(Read or Listen)
Is a Virtual Financial Advisor Right For You?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone.
This means no matter where you or your financial advisor choose to live, you’re always just a Zoom call away from a face-to-face meeting.
(Read or Listen)
How Much Does a Financial Advisor Cost?
Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals, as well as help you plan appropriately for retirement.
But how much does a financial advisor cost? And how do you make sure you are not paying too much? (Read or Listen)
WOMEN & MONEY
How women can get more confident about investing.
ENTREPRENEUR
Own a business? What’s your exit plan?
FINANCIAL ADVICE
Should you hire an XY Planning Network Financial Advisor?
MONEY GOALS
10 financial goals to aim for the next 6 months.
HEALTH SAVINGS
Have an HSA? Should you max it out?
INVESTING
Looking for a great blog about investing?
YOUR CAREER
Your job comes with unique financial planning challenges.
Are you making the right money moves?
Unsure where to turn?
Learn more about your options to find the best personal finance resources just right for you.
Get StartedThe Latest Articles
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InvestingThe Ironic Truth About Investment Risk
InvestingWhy a Roth IRA Is Almost Certainly Better for You Than a Traditional IRA
FirmsShould You Hire a Facet Wealth Advisor?
InvestingAre sustainable ETFs a short-cut for socially responsible investors?
InvestingWhy you need bonds in your portfolio
Professional DesignationsWhat is a Certified Exit Planning Advisor (CEPA)?
Money ManagementHow to Fire Your Financial Advisor in 4 Simple Steps
Professional DesignationsTop Financial Certifications to Know Before You Hire a Financial Advisor or Coach
InvestingAre You Making This Subconscious Investing Mistake With Your 401(k)?
InvestingWhy You Should Consider Real Estate Investing
ETFsSimilarities and Differences: Active ETF vs Mutual Fund
InvestingBitcoin Horror Stories: The night my cryptocurrency disappeared
Money ManagementThree Things You Need to Know About Advice from Financial Gurus (They Won’t Tell You)
InvestingThe Boring Way to Become a Millionaire
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