blog: Kristiana Daniels, CFP®, EA, BFA™

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How to Use 529 Plans (and What’s New with the OBBBA)
How to Use 529 Plans (and What’s New with the OBBBA)
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Why Your Financial Plan Should Include More Than Just Investments
Why Your Financial Plan Should Include More Than Just Investments
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Summer Paychecks & Smart Money Moves: A Parent’s Guide for Teens with Jobs
Summer Paychecks & Smart Money Moves: A Parent’s Guide for Teens with Jobs
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Pass Down More Than Assets: The Heartfelt Gift of a Legacy Letter
Pass Down More Than Assets: The Heartfelt Gift of a Legacy Letter
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Enduring a Bear Market: How to Stay Steady When the Markets Drop
Enduring a Bear Market: How to Stay Steady When the Markets Drop
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Tax-Smart Retirement Withdrawals: How Discipline today results in freedom tomorrow.
Tax-Smart Retirement Withdrawals: How Discipline today results in freedom tomorrow.
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Financial Love Languages: A Couple’s Guide to Building Wealth Together
Financial Love Languages: A Couple’s Guide to Building Wealth Together
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Featured In: ApartmentGuide
Featured In: ApartmentGuide
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Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
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2025 Financial Wellness Checklist: 7 Steps to a Healthier Future
2025 Financial Wellness Checklist: 7 Steps to a Healthier Future

It’s that time of year when everywhere you look, you’re encouraged to reflect on the previous year and set new goals for the one ahead. Don’t forget to take the temperature of your financial health.

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