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Category Archives: Uncategorized

Who is the Beneficiary on your accounts? And why it matters?

In the financial world, a beneficiary is someone who has been designated to receive a distribution of your assets in the event the account holder passes. Beneficiaries are assigned for bank accounts, investment accounts, trusts, wills, and life insurance policies. Appointing a person to be a beneficiary is something that should not be taken lightly […]

SMART Money Goals for the New Year

* SMART Money Goals for the New Year [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . According to Fidelity Investments, one-third of Americans make finances one of their areas to improve in the New […]

Effective Salary Negotiations

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . Salary Negotiation If you’ve taken on additional duties or undertaken a higher workload, then it’s only fair to ask for a raise as you’re […]