I'm a financial planner, and over 15 years I've seen my wealthiest clients have the same 3 habits
People ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest financial-planning clients ...
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10 free time-saver Excel templates for busy professionals
In this post, I have hand-picked the top ten free, time-saving Excel templates to transform the way you work. Letâ s go over them. Essential Microsoft Excel functions to streamline your everyday tasks ...
Personal finance: How to plan with 2025 tax brackets in mind
The shifting 2025 tax brackets include an increase to the standard deduction. For married couples filing jointly, the standard deduction will now be $30,000, up from $29,200. Single taxpayers can ...