Category: VIdeo

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VIDEO: HSA vs. FSA

A workplace retirement plan, such as a 401k or SIMPLE IRA, offer a great way to save for retirement. But for shorter-term goals such as a home down payment or practice purchase, could a 401k be limiting you?

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VIDEO: Lifestyle Creep

Lifestyle creep can often go unnoticed and prevent us from achieving long-term goals. Learn more about what lifestyle creep is and ways to avoid it.

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VIDEO: Budget vs. Spending Plan

Learn the difference between a budget and a spending plan and how the latter can fast track your savings and help you feel less guilty about your spending!

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