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Financial Tips for Reaching Your Goals
For many Americans, the struggle to stay on track financially comes with a goal at the end: saving for a child’s college fund, buying a home, or simply having a nest egg for retirement. Knowing how to build up your credit and...
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Cash Flow Management Tips to Grow Your Business
The best entrepreneurs are great at cash flow management. But maintaining a healthy cash flow is a serious skill — one that requires time and experience to master. Learning how to take control of your cash flow will help you...
Read More6 Ways Women Business Owners Can Keep Their Finances in Check
Becoming a business owner requires a certain set of skills. But navigating your company’s finances isn’t the only necessary step in being a savvy business owner. Keeping your own accounts in check is also crucial for your...
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Itemizing Deductions: Is It Right for Me?
There are four distinct seasons each year, but there is an extra one that rolls around each year no matter how hard we try to avoid it – tax season. Doing your taxes is a necessary occurrence at the start of each new year, and...
Read MoreCOVID-19: Avoid the Financial Stress
There are endless reasons to worry about COVID-19, but personal finances do not have to be one of them. Whether you lost your job, were furloughed, or are simply unsure about your financial future in these uncertain times, there are a...
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Developing a Realizable Vision for Retirement
Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of...
Read MoreDeveloping Your Retirement Plan
Consider all the details in developing your retirement plan. I have written some ideas that will be helpful when thinking about putting a plan together. Consider All The Details in Developing a Retirement Plan.
Read MoreIncome Growth
Income growth is the key to successfully managing an income stream that meets your daily needs. Too much emphasis on a static asset allocation that ignores income allocation is bound to fail. Traditional asset allocation promoted by...
Read MoreCurrencies as an Investment Strategy??
Don’t get the wrong idea that recent volatility in all markets means you should be doing nothing to deal with your investments. Certainly volatility is indicating fear about the current outlook for equities. Bonds don’t...
Read MoreWoman and Investing
Single women are unlikely to close the ‘retirement gap’ even with a lifetime of employer contributions, meaning many will not enjoy a comfortable retirement. Women still struggle to fund their retirement. Millennials...
Read MoreHow Well is Your Money Performing For You?
INVESTMENT PERFORMANCE “The operation was a success but the patient died”. We don’t like the usual answer about investment per performance which is to use an index (like the S&P 500) as a benchmark to see how well or...
Read MoreBuy LO Sell HI
Buying LO means not buying HI but it also carries with it the expectation that low priced stocks will rise in value. It may also be that a stock that has already risen may rise further in value. In both cases we are reminded of our...
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