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Category: Personal Finance

link to Dave Ramseys Baby Steps Program

Dave Ramseys Baby Steps Program

In our personal finance articles, for example our article on watching those expenses, we often talk about Dave Ramsey and the very positive impact he has had on our family's personal finances. If you...

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link to YNAB Software Review – You Need a Budget

YNAB Software Review – You Need a Budget

You Need A Budget (YNAB) is one of the most user-friendly accounting programs on the market. It has been around for almost a decade now, and it has helped many people put their finances in order....

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link to Converting a Traditional IRA to a Roth IRA

Converting a Traditional IRA to a Roth IRA

Converting from a traditional IRA to a Roth IRA seems like a simple idea at first. Transfer the money from your traditional IRA to your Roth IRA, pay some taxes, and you are ready to start receiving...

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link to Fine Print Guaranteed Life Insurance

Fine Print Guaranteed Life Insurance

Reading the fine print of your guaranteed life insurance policy is essential to ensuring you know exactly what you are paying for. We highlight some of the issues you should be looking out for.

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link to Early Retirement Planning – Strategize & Plan

Early Retirement Planning – Strategize & Plan

Early retirement planning was what most of us wish we had done. But don't worry, you are in good company and things can be turned around. It is never too late to start.

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link to American Eagle Gold Coin – A Wise Investment?

American Eagle Gold Coin – A Wise Investment?

If you are looking to get into coin collecting or perhaps buying some gold to store away, the American eagle gold coin may be right for you. We provide a quick overview of this excellent investment...

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About Us

Andrew Carter is a Chartered Accountant, writer, editor, owner and general dogsbody of the website Financial Memos. Andrew brings over 20 years of experience in financial reporting, accounting policy, corporate governance, auditing and fiscal policy.

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