Money management

Why Millions Lose Their Money When They Die & How to Avoid It (w/ Allan Gibber) | KOSHER MONEY Ep 28
Why Millions Lose Their Money When They Die & How to Avoid It (w/ Allan Gibber) | KOSHER MONEY Ep 28

Estate planning is the management of a person’s estate DURING a person’s life in the event the person becomes incapacitated or dies. It’s not...

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Year-end Money Moves
Year-end Money Moves

As 2021 draws to a close, now is a good time to consider smart money moves. “It’s a marathon, not a sprint” may be an overused phrase, but be...

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Inflation Got You Down? I Bonds to the Rescue!
Inflation Got You Down? I Bonds to the Rescue!

Inflation: What is it and why are we freaked out by it?  Inflation is a decline in the purchasing power of a given currency, and is measured by the...

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Wanna Build Wealth? Avoid These Money Mistakes (Feat. Naftali Horowitz) | KOSHER MONEY Episode 2
Wanna Build Wealth? Avoid These Money Mistakes (Feat. Naftali Horowitz) | KOSHER MONEY Episode 2

Want to build wealth? Want to be successful? What you shouldn’t do is just as important as what you should do, according to JP Morgan Wealth Manage...

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Taxes Today, Tomorrow, or Never! A Discussion on Tax Savvy Long Term Investing
Taxes Today, Tomorrow, or Never! A Discussion on Tax Savvy Long Term Investing

Imagine two builders, both tasked with building identical, structurally sound, and physically comfortable homes in the same general location. The o...

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The Great Mortgage Debate
The Great Mortgage Debate

Politics and religion – two topics to be avoided at work, social gatherings, and if you are looking to stay away from unwinnable discussions with s...

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Cut Through the Jargon Part II: Mutual Funds, ETFs, Diversification, and Fees
Cut Through the Jargon Part II: Mutual Funds, ETFs, Diversification, and Fees

Imagine going to the supermarket with a simple goal: purchase food for the week. Easy enough, but of course there are the food allergies, the 6-yea...

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Cut through the jargon: Stocks & Bonds
Cut through the jargon: Stocks & Bonds

A 2018 BBC article noted that “there are an estimated 171,146 words currently in use in the English language.” We have a lot of words and the finan...

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So you are ready to invest, great! Now What? Investment Account Basics
So you are ready to invest, great! Now What? Investment Account Basics

Classically defined, investing is “the outlay of money, usually for income or profit.” In personal finance, investing can be found at the crossroad...

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Personal Debt & Credit: The Good, The Bad, and The Ugly
Personal Debt & Credit: The Good, The Bad, and The Ugly

The role of debt in our lives is an important concept in personal finance. I previously described the principle to “spend less than you make.” Ther...

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Emergency Funds: More than just a Savings Account
Emergency Funds: More than just a Savings Account

A recent survey from Bankrate.com found that only 39% of Americans have enough cash saved to cover an unexpected $1,000 expense. While the past yea...

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Cash Flow Management: An Easier Way to Budget
Cash Flow Management: An Easier Way to Budget

The importance of “financial wellness” has increased in popularity in recent years. According to the University of San Diego, “Financial wellness i...

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