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3 Financial Resolutions for 2025

Nate Baim, MBA, CFP®

8 hours ago6 min read

Commentary / Current Topics

3 Financial Resolutions for 2025

How Behavioral Science Helps Us Avoid Financial Traps

Nate Baim, MBA, CFP®

Dec 17, 20246 min read

Commentary / Current Topics

How Behavioral Science Helps Us Avoid Financial Traps

5 Insights for Long-Term Investors in the Second Half of 2024

Nate Baim, MBA, CFP®

Jul 3, 20248 min read

Commentary / Current Topics

5 Insights for Long-Term Investors in the Second Half of 2024

Elections & Your Money

Nate Baim, MBA, CFP®

Mar 11, 20246 min read

Elections & Your Money

Loss Aversion and Sequence of Returns

Nate Baim, MBA, CFP®

Feb 19, 20246 min read

Loss Aversion and Sequence of Returns

The Importance of Investing Early

Nate Baim, MBA, CFP®

Feb 4, 20246 min read

The Importance of Investing Early

Organizing Your Financial Life for Success

Nate Baim, MBA, CFP®

Jan 12, 20248 min read

Life Management

Organizing Your Financial Life for Success

Is It Time to Hire a Financial Planner?

Nate Baim, MBA, CFP®

Dec 18, 20238 min read

Financial Advisor Benefits

Is It Time to Hire a Financial Planner?

Financial Wellness Is Wellness

Nate Baim, MBA, CFP®

Sep 11, 20236 min read

Life Management

Financial Wellness Is Wellness

2023 Challenges & Opportunities for Small Business Owners

Nate Baim, MBA, CFP®

Feb 1, 20235 min read

Self-Employed Business Owners

2023 Challenges & Opportunities for Small Business Owners

Now That the Resolutions Part Is Over, Let’s Focus on Resources

Nate Baim, MBA, CFP®

Jan 23, 20237 min read

Life Management

Now That the Resolutions Part Is Over, Let’s Focus on Resources

Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage

Nate Baim, MBA, CFP®

Jan 18, 20235 min read

Life Management

Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage

Why Hire a Fee-Only Fiduciary Financial Planner?

Nate Baim, MBA, CFP®

May 4, 20227 min read

Financial Advisor Benefits

Why Hire a Fee-Only Fiduciary Financial Planner?

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