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FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

February 11, 2023

In this article, we will share some suggestions on how to increase your income.

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FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

February 11, 2023

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

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HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

February 10, 2023

Throwing a party for the Big Game yet dreading the mess you’ll have to clean up once the game is over?

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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

February 1, 2023

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

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WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

HOW FIDUCIARY ADVISORS WORK FOR YOU

February 1, 2023

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

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HOW FIDUCIARY ADVISORS WORK FOR YOU

5 Key Insights to Guide Investors in 2023

January 31, 2023

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

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5 Key Insights to Guide Investors in 2023

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

January 27, 2023

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

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WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

January 19, 2023

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...

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529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

A HOLISTIC APPROACH TO FINANCIAL PLANNING

January 18, 2023

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

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A HOLISTIC APPROACH TO FINANCIAL PLANNING

HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

January 13, 2023

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

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HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

GETTING THE MOST FROM YOUR SMARTPHONE

January 12, 2023

The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...

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GETTING THE MOST FROM YOUR SMARTPHONE

IT’S WORTH IT WHEN OLD HABITS DIE

January 12, 2023

Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...

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IT’S WORTH IT WHEN OLD HABITS DIE

PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

January 5, 2023

Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...

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PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

Inflation’s Impact on Your Debt

January 5, 2023

With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.

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Inflation’s Impact on Your Debt

NEW YEAR, NEW YOU, NEW FINANCIAL HABITS

December 29, 2022

New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...

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NEW YEAR, NEW YOU, NEW FINANCIAL HABITS

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

December 29, 2022

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

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HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

ORGANIZING YOUR FINANCES IN 2023

December 22, 2022

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

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ORGANIZING YOUR FINANCES IN 2023

WHERE TO FOCUS YOUR RETIREMENT PLANNING

December 22, 2022

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...

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WHERE TO FOCUS YOUR RETIREMENT PLANNING

THE IMPORTANCE OF A YEAREND RECAP

December 15, 2022

A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...

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THE IMPORTANCE OF A YEAREND RECAP

STOCKS, BONDS, AND BEYOND FOR INVESTING

December 15, 2022

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

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STOCKS, BONDS, AND BEYOND FOR INVESTING
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