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    The FI|Mastery Journey

    Don’t Confuse Budgets and Cash Flows

    by Peter Donisanu March 16, 2023

    Cash is the lifeblood of your finances. Without it, you would be hard-pressed to pay your debts, cover your living…

    Principles, Trending

    Manage Your Tax Anxiety and File Your Returns with Confidence

    by Peter Donisanu March 9, 2023

    Is tax anxiety causing you to wait until the last minute to file your tax returns? If so, then you’re…

    Strategy, Trending

    Your Playbook: A Healthier Money Relationship

    by Peter Donisanu March 2, 2023

    Money alone will not buy you lasting joy. Money alone will not solve many of your most profound relational problems….

    Principles

    Time for a Refresher: Don’t Leave Restricted Stock on the Table

    by Peter Donisanu February 16, 2023

    Imagine receiving an award from your employer for the value that you bring to the table, but the payout doesn’t…

    Strategy, Trending

    Another Recession is Here.  Now What?

    by Peter Donisanu July 30, 2022

    It’s unofficially official: we’re in an economic recession for the second time in two years.  At least, that’s according to…

    Strategy

    Is now the right time to get into the markets?

    by Peter Donisanu May 28, 2022

    With risk assets having pushed into bear market territory in May, some investors are asking whether now is the right…

    Strategy, Trending

    Russia Invades Ukraine – What Now?

    by Peter Donisanu February 24, 2022

    Russian President Vladimir Putin made good on his promise to invade Ukraine on Thursday.  As a result, the S&P 500…

    Trending

    Don’t Call it a Crash (Yet)

    by Peter Donisanu January 29, 2022

    The S&P 500 index fell nearly four percent intraday on Monday, January 24, making for one of its most volatile…

    Strategy, Trending

    Does Crypto Belong in Your Retirement Portfolio?

    by Peter Donisanu May 29, 2021

    Life changing money. That’s what happened to John Ratcliff. In 2013 the software developer from Colorado purchased 150 Bitcoin. Today,…

    Strategy

    From Six Figures and Broke to Financial Independence Master

    by Peter Donisanu March 29, 2021

    When Frank began practicing bankruptcy law, his average client earned between $8 to $9 an hour. A decade later, his…

    Mindset, Trending

    Read More Recent Posts

    • Don’t Confuse Budgets and Cash Flows
    • Manage Your Tax Anxiety and File Your Returns with Confidence
    • Your Playbook: A Healthier Money Relationship
    • Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon
    • Time for a Refresher: Don’t Leave Restricted Stock on the Table
    • Is Income a Missing Component to Securing Your Financial Independence?
    • Money Mindset Makeover: Re-writing Limiting Money Scripts
    • 3 Essential Steps to Start a Stress-Free Tax Season
    • Markets in 2023: It’s All About Inflation
    • Don’t Be Fooled by the Santa Claus Rally

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