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Monday, September 26, 2016

It’s true. Pumpkin spice is back at Starbucks. What does that mean for you? It means that summer has faded in to fall. The kids are back in school. Vacations have ended. And now is a good time to take a look at your finances. So...

 

Wednesday, August 10, 2016

Have you ever heard horror stories of a person passing away and the family had no idea where their will and other important documents were? Perhaps it took months or years to get the estate sorted out. Or worse yet, the state had to...

 

Tuesday, July 26, 2016

There are many roadblocks to retirement planning that people get stopped at. Here are 10 common ones: They don’t set lifestyle goals for retirement years They don’t set financial goals to achieve those lifestyle goals No...

 

Thursday, March 17, 2016

Spring Clean Your Finances! Here are 7 Things to Review This Spring: Dust off your budget and review it for changes. Go paperless to keep the clutter gone and keep yourself more organized. Review financial statements – bills,...