October starts the fourth quarter of the year. In the business world, top companies kick-off “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s…
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How Do You Navigate Life’s Transitions?
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sending your…
Can I Still Use My Money for Good During These Challenging Times?
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people…
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Are You Anxious Over the November Election?
As we enter the home stretch of the U.S. presidential election, you may be worried about how the outcome could affect your investments. Who will win? What new policies should…
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Has COVID-19 Made You Nervous to Retire?
Covid-19 has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. The pandemic…
How Can I Use This Pandemic as a Catalyst for Change?
The coronavirus pandemic has put all our short-term needs front and center. For most of us, we’ve encountered new challenges like virtual work meetings, online student learning, and drastic changes…
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Do You Let Changing Markets Change You?
In a May article by Kevin Mahn, he analyzed the first 100 trading days of 2020. Of those 100 days, 53% have been “up days” while 47% of them have…
Financial Planning is About Making Your Life Plan a Reality
When clients first begin working with us, they are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re saving. Instead,…
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Ready for a Move? The 4 Important Questions to Ask Yourself to Keep Your Financial Plan on Track
In the past, where people choose to live has traditionally been closely tied to where they work. Whether you’ve been toying with the idea for a while or the current…
Does Your Desire to Save Match Your Reality?
We are all familiar with the concept of saving money. It is money set aside for unforeseen circumstances. The recent global pandemic has brought the importance of your emergency fund…
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