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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
lifestyle creep
by Matt Ward
Financial Planning
behavioral finance CFP CPA finance investing lifestyle inflation Saving
October 7, 2024
63 likes

The Quiet Rise Of Lifestyle Creep

The Quiet Rise Of Lifestyle Creep Research from 2023 concluded that 36% of Americans earning $200k or more and 48% earning $100k or more are living paycheck to paycheck. This begs the question of why

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emotional biases visual
by Matt Ward
Financial Planning
behavioral finance bias CFP emotions finance financial planning psychology
September 30, 2024
44 likes

How Emotions Are Shaping Your Financial Decisions

How Emotions Are Shaping Your Financial Decisions Neuroscience research reveals why emotion plays such a crucial role in our financial decisions. Our brains have numerous neural pathways to prioritize

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Psychology-of-spending-money
by Matt Ward
Financial Planning
behavioral finance CFP CPA dallas financial planning Fort Worth investing money psychology
September 4, 2024
21 likes

The Psychology Behind Spending Money

The Psychology Behind Spending: Why We Think $30 a Day is Fine but $30 a Month Feels Like a Burden It’s a common scenario: we’ll easily spend $30 on a meal, coffee, or entertainment without a second t

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down-net_http20220921-28696-9ix2zo
by Matt Ward
Financial Planning
behavioral finance
September 21, 2022
41 likes

You’re Biased Toward Your Own Money. Here’s What You Can Do About It

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them? We explore these questions in today’s blog post. Continue reading to learn more!

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