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Your Year-End Financial Checklist

Posted by on Dec 13, 2017 in Articles |

As 2017 winds down, assess your finances and get them new-year ready. Your overall quality of life is directly related to the overall quality of your finances. So as one year ends and the next is about to begin, take some time to be sure you’re making the right choices financially. That will make for a truly happy new year. Set a budget And stick to it. With the holidays fast approaching, you need to create a realistic budget that will allow...

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Why We Worry About Money When We Shouldn’t

Posted by on Sep 21, 2017 in Uncategorized |

Even the wealthy can feel precariously close to financial ruin. You have a great career and a solid and growing investment portfolio. You have a spacious home and maybe even a cottage. By most measures, you’d be called affluent. So, why do you still worry about money and feel your financial empire could fall apart at any time? You’re not alone. Many high net-worth people think of themselves as having less than they do. Just being wealthy...

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