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    • Home
    • Who We Serve
    • Why Prism
    • Services
      • Comprehensive Financial Planning
      • Investment Management
      • Small Business Owners
      • Our Fees
    • About Us
      • Our Team
    • Resources
      • Blog
      • eBooks
      • Guides
      • Videos
      • Podcasts
      • On-Demand Webinars
    • Contact
    • Client Login
    What Are the Best Financial Tips Based on Your Money Personality?

    Financial Planning Tips

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      • Financial Planning Tips
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    What Are the Best Financial Tips Based on Your Money Personality?

    • December 13, 2021
    • Financial Planning Tips

    So much of our finances are determined not by money, but by our personalities. Financial planning is often driven by the emotional side of things — our goals, values, priorities, and needs. And, once we define our goals and priorities, getting to them is very much affected by our money personality. A person who loves

    Read More...
    13 December

    Financial Wellness Can Impact Your Physical and Mental Well-Being

    • November 22, 2021
    • Financial Planning Tips

    Financial health, physical health, and mental health all work together. But many people worry about their financial health. Many Americans lose sleep about financial worries — everything from anxieties about spending too much to fears that they don’t have enough to retire on.

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    22 November

    Are You Financially Healthy? 3 Questions To Ask Yourself

    • November 15, 2021
    • Financial Planning Tips

    Financial health is as important as physical and mental health. Without it, you’re unlikely to be living a full and productive life. But how do you know if you’re financially healthy? After all, there’s no equivalent to a physical health check-up, where the doctor uses a stethoscope.

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    15 November

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