The #1 Myth About Financial Planning

The thought of financial planning can be a lot of things.  Overwhelming, Liberating, Scary and Exciting.  It’s a smorgasbord of emotions and a journey to financial freedom with a healthy dose of reality. The number one myth about financial planning — is that it happens just once. Does a personal trainer hand you a workout…

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5 Reasons to Start Your Financial Plan Today

It’s more than just saving money. Financial Planning works toward a goal and helps protect your financial life. Planning can mean a lot to your financial future, but it’s only as strong as the work you and your planner put into it. The Power of Compounding The power of compounding is your financial snowball. Investing…

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What’s the formula for great financial advice?

Financial advice is easy to come by. Great advice? Not so much. So, how do you know if you are getting great advice from your financial advisor?  There are a couple of points that I believe need to be reviewed in order to determine if you are getting great financial advice. Great Financial Advice Checklist…

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Small Business Owners: 3 Steps for Saving on Taxes

Small business owners know tax season is chaos.  And maintaining an efficient organization can become complicated and tedious. With the changing tax laws and the constant mission of tax savings, you can feel bogged down and lost. Here are a few strategies that you can use to help ease the process of dealing with tax…

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Financial Planning for Retirement

Is retirement a right or luxury? The goal for many working Americans is to retire, but some would like to retire earlier. What’s a reasonable retirement age?  45, 50, 55, 60, 70 never? Of course, that’s up to you — if you’re willing to work hard. Retiring early or achieving your financial independence can be…

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Are You Really Diversified?

How many different flavors of ice cream can you name? Now, how many different brands of ice cream can you name? What does ice cream have to do what investing? First a definition of diversification.  According to the website Investopedia.com, since we all search for our answers online.  Says, “Diversification is a risk management technique that mixes…

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