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XYPN Financial Experts

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What is ESG Investing? And Why It's More Important Than Ever Before

What is ESG Investing? And Why It's More Important Than Ever Before

4.0 MIN READ

Every year, Larry...

October 19, 2021/by XYPN Financial Experts
Good Financial Reads: Best Practices for Investing
How To Build Wealth

How To Build Wealth

4.5 MIN READ

So, how do you build...

October 12, 2021/by XYPN Financial Experts
Good Financial Reads: Considering Retirement Plans

Good Financial Reads: Considering Retirement Plans

Nonqualified Deferred Compensation...

October 08, 2021/by XYPN Financial Experts
How Should Parents Plan for A Child’s College Education?

How Should Parents Plan for A Child’s College Education?

8 MIN READ

It’s that time of year!...

October 05, 2021/by XYPN Financial Experts
Good Financial Reads: Real Estate and Refinancing in 2021
Get More Organized and Productive with Bullet Journaling

Get More Organized and Productive with Bullet Journaling

3.5 MIN READ

Can an old dog learn a...

September 28, 2021/by XYPN Financial Experts
Good Financial Reads: The Value of Financial Planning

Good Financial Reads: The Value of Financial Planning

Why You Should Have a Financial...

September 24, 2021/by XYPN Financial Experts
Why Virtual Advisors are The New Normal

Why Virtual Advisors are The New Normal

6 MIN READ

The wealth management...

September 21, 2021/by XYPN Financial Experts
Good Financial Reads: Retirement Account Rollovers

Good Financial Reads: Retirement Account Rollovers

Cheat Sheet and Guide: 10 Steps to a...

September 17, 2021/by XYPN Financial Experts
The 3-Step Process to Saving 40 Percent of Income

The 3-Step Process to Saving 40 Percent of Income

14.5 MIN READ

Prefer to listen...

September 14, 2021/by XYPN Financial Experts
Good Financial Reads: Strategies for Saving

Good Financial Reads: Strategies for Saving

You Have to PLAN to Fail to Make...

September 10, 2021/by XYPN Financial Experts
Leaving the 9-5: The Nuts & Bolts
Good Financial Reads: Advice for Employees

Good Financial Reads: Advice for Employees

What Happens to My 401(k) When My...

September 03, 2021/by XYPN Financial Experts
Taking the Shame Out of Dining Out (a Lot)

Taking the Shame Out of Dining Out (a Lot)

3 MIN READ

Does the thought of...

August 31, 2021/by XYPN Financial Experts
Good Financial Reads: Retirement Tax Considerations

Good Financial Reads: Retirement Tax Considerations

5 Tax-Savvy Retirement Withdrawal...

August 27, 2021/by XYPN Financial Experts
Saving and Paying for College: What Are Your Best Options?

Saving and Paying for College: What Are Your Best Options?

7 MIN READ

Long gone are the days...

August 24, 2021/by XYPN Financial Experts
Good Financial Reads: All About Charitable Giving

Good Financial Reads: All About Charitable Giving

Consider Using a Donor Advised Fund

...

August 20, 2021/by XYPN Financial Experts
Do You Need a Financial Planner? 5 Points for and Against Hiring One

Do You Need a Financial Planner? 5 Points for and Against Hiring One

7 MIN READ

Hiring a financial...

August 17, 2021/by XYPN Financial Experts
Good Financial Reads: Current Events and Trends

Good Financial Reads: Current Events and Trends

More Retirement Changes Coming With...

August 13, 2021/by XYPN Financial Experts
Summer Vacation [Financial] Planning

Summer Vacation [Financial] Planning

8.0 MIN READ

Is a mid-to-late...
August 10, 2021/by XYPN Financial Experts

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