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BAM Intelligence

Look Inward to Determine Your Financial Values

Getting clear with ourselves. Carl Richards in The New York Times on the role of self-examination in building financial values: Read more

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The One-Page Financial Plan: 10 Tips for Getting What You Want From Life

To explore your relationship with money, begin by asking why it’s important to you. Carl Richards distills his new book, “The One-Page Financial Plan,” into 10 simple tips for getting what you want out of money, and life. Read more

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The Most Important Money Question

Why is money important to you? The CFA Institute’s Lauren Foster on how Carl Richards unpacks the vital and foundational question of “Why?” in his new book, “The One-Page Financial Plan.” Read more

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