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    Tag: dr maria james

    What is the Difference Between Financial Advisors, Planners, Consultants and Coaches

    You’re on a journey to make progress with your money and build wealth. As you’re working on increasing your net worth and investing for retirement…

    Dr. Maria James March 16, 2015
    6 Comments

    Key Things to Do Before Investing

    Investing is a great vehicle to make your money work for you, your money goes to work at another company and makes you money (provided…

    Dr. Maria James January 22, 2014
    0 Comments

    Important Tasks After Financial Hardship or Bankruptcy

    Some of you have asked so let’s talk about it. No matter how much your income, whether it’s $30,000 or $200,000, you have likely experienced…

    Dr. Maria James January 15, 2014
    0 Comments

    Why New Year’s Resolutions Are Dangerous to Your Money.

    Many people look at new year’s resolutions as a good thing. They make vows to get healthy, save more money, spend less money, give up…

    Dr. Maria James January 8, 2014
    0 Comments

    Successful vs Unsuccessful People

    Your habits and mindset has a great influence on your success, success with finances and life. The above infographic has been circulating after MaryEllen Tribby…

    Dr. Maria James December 12, 2013
    0 Comments
    • 5 Steps to Save Money Fast on a Low Income
      Saving money fast on a low income is a challenging yet achievable goal. By implementing strategic financial practices, you can take control of your finances and build a more secure future.  I saved $10,000 while earning $23,000. I’m going to walk you through the five steps that will allow you to do it too. We’re…
    • Which Health Plan Should I Pick for Next Year and Should I Use an HSA or FSA?
      It’s time to make a decision about your health insurance plan. Open enrollment is coming up and you have to decide if you’re going to stick with your current plan or pick a new one. There are a lot of things to take into consideration.  Choosing a health insurance plan can feel overwhelming. Premiums, deductibles,…
    • 3 Step Mid-Year Money Check-In: How to Measure Your Progress and Adjust Your Goals
      Have you checked-in on your money? As summer winds down and quarter three kicks into gear, it’s the perfect time to pause and take stock of your finances.  A mid-year financial check-in can help you course-correct, celebrate wins, and align your current efforts with your long-term goals. Whether that’s retiring early, buying a home, funding…
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