Walter Boza
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Interest rates and home buying: How to decide between buying or refinancing in 2025
After two years of volatility, interest rates are finally trending lower — and many homeowners and buyers are wondering how much further they might fall. Should you lock in now…
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Get ahead of 2026: Your budget reset starts now
Some people have already taken an important step toward building a better financial future — they’ve learned to plan, automate, and stay informed using tools that help them make smarter…
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Financial Planning for Teens: A Simple Starter Guide
At A Glance Financial planning for teens teaches budgeting, saving, basic investing, and credit habits through real-world practice. Start with four simple buckets—Spend, Save, Grow, Give—and automate transfers to build…
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Financial Wellness Check: A 30-minute routine you can repeat
A financial wellness check is your personal money health review—a structured way to measure where you stand using six practical metrics. Think of it as a monthly physical for your…
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Weekly briefing: 6 financial moves to make before year-end 2025
October 24, 2025 At a glance What happened: With just 10 weeks left in 2025, multiple financial deadlines are converging — from IRS notices to portfolio rebalancing opportunities. Why it…
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Build a Retirement Plan That Fits Your Life
Retirement planning starts with one simple rule: estimate how much you’ll spend each year in retirement, then multiply that number by 25. That gives you a quick savings target. For…
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Car insurance basics before year-end: save money and avoid coverage gaps
Before the year ends, take a moment to review your car insurance. Make sure your liability limits and deductibles still fit your needs, understand what “full coverage” really includes, and…
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Simplify Your Retirement: Plan Smarter, Stress Less
Simplify your retirement by consolidating old accounts, automating contributions, and aligning a simple budget to your goals. In about 90 minutes, you can create a streamlined setup that reduces stress,…
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News of the Week: Tariffs, High Yields, and a BlackRock Record
As every week, we bring you the main economic events that could influence your financial decisions. This edition continues tracking the new U.S. trade tariffs, examines the persistence of elevated…