Tag: Plan

Dollar

What is Your Money For?

Too often money is looked and considered for just what it is: money. A financial plan focuses on numbers, targets, returns, risk, etc., with a lot of hype placed on the latest and greatest investments, and returns on your money. After all, almost everyone wants their money to grow and they want to protect it,…
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January 16, 2025 0
Inflation

Facing Inflation

Everything is so expensive! Can I still retire? For most of the last 30 years, we Americans have lived in a bubble where no one really understood first-hand what inflation was. There were a couple years from 1991-2020 that the cost of living increased by over 4%, but for most of these years the cost…
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June 11, 2024 0
Success

Everyone Wants Success…But What is Success?

Everyone has a slightly different definition when it comes to success. Recently we attended a forum that is made up of some of the most “successful” people in our industry. Interestingly enough, this was the focus the forum which lasted almost two hours. One of the definitions I heard, “Success is reducing the “have to’s”…
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April 9, 2024 0

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