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Publications,
Insights & News

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Are you “There” with your family- The biggest thing you can do financially to be “There”

How much time do you spend with your family? And, when you are with your family, are you actually “there?” There are many stresses in our life that can cause us to not truly be present when we are with family. A very common stress is money. This stress can come from the lack of it, to what do I do with it, and how do I keep it? What’s the answer? AWARENESS

Investment Retirement Funding Insights
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5 Levels Of Independence

Money’s best value to all of us is the ability to be able to control our own time. We all want to be able to do what we want, when we want and for as long as we want. To be able to do that, you must be financially independent. Financial independence doesn’t occur quickly. It isn’t magical. It comes over time with you controlling your money and your values. Through time most people will go through 5 levels of independence.

Investment Insights
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Do You Have a Wealth Building Account? 5 Steps to Automate

It’s so easy to be unaware of where your money is going. We used to have checkbook registers to keep track of our money. Now everything is digital and subscription services! Let’s face it, for many Americans, the only reason they have any savings is because of their 401k. To be more specific, it’s because the money never enters their checking account. It gets directly deposited into their 401k by their employer. Any money that enters your checking account can be at risk to overspending or emotional responses. The solution my wife and I found that worked wonders is establishing a Wealth Building Account.

Investment Retirement Funding Insights