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What to Consider with Employer-Sponsored Benefits
Make sure you are getting the most out of your employer.

Derick Coffey
Jan 1, 20241 min read
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Are You Eligible for an Income-Driven Repayment Plan for Student Loans?
Your student loans may be eligible for an income-diven repayment plan. IDRs can help your cashflow significantly. This one can help you save

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider When Paying off Student Loans?
Student loans are complicated. Picking the right payoff option is even more so. Use this checklist when figuring out how to get rid of them.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider if You Experience a Sudden Wealth Event?
Sudden wealth typically comes from an inheritance. Regardless of its size, you should work through this checklist before investing.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Cash Flow?
Tracking your cash flow is how you build for the future. This checklist asks most of the questions needed to review your cash flow.

Derick Coffey
Jan 1, 20241 min read
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Should You Pay Off Debt(s)
Once you have funded your emergency fund, consider getting rid of non-mortgage debt with this flowchart.

Derick Coffey
Jan 1, 20241 min read
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Should You Refinance Your Mortgage?
If paying off your mortgage is not feasible, maybe you should refinance. This flowchart can help you work through that decision.

Derick Coffey
Jan 1, 20241 min read
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Should You Pay off Your Mortgage?
Paying off your mortgage is quite the achievement, but is it always the right decision? Let this flowchart help you make your decision.

Derick Coffey
Jan 1, 20241 min read
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