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1% auto-increase savings strategy
Personal Finance

Tuesday Tips – The 1% Auto-Increase Savings Strategy: Pay Yourself First

Use the 1% auto-increase savings strategy to capture your 401(k) match, pay down high-interest debt, and pay your future self ...

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time vs money trade-off
Personal Finance

Time vs Money Trade-Off: A 5-Minute Framework to Make Values-Aligned Decisions

Time vs money trade-off, solved in 5 minutes. Use a simple scorecard to buy back time, protect energy, and free ...

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values-based financial planning
Favorite Reads

Values-Based Financial Planning + Apprise’s Five Favorite Reads

Align your money with your values through values-based financial planning—especially after divorce, widowhood, or life transitions.

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Popular Posts

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations

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