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Blog

Welcome to our Blog Page.  Happy Reading!  

Please contact us if you have any questions or if there are any topics that you would like us to add in the future.

We also look forward to your scheduling a time to chat or signing up for our cash management planning & coaching presentation.


How Much Money Will You Need to Retire? Thumbnail

How Much Money Will You Need to Retire?

Do you have a solid understanding of how much money it will take to sustain your current lifestyle for years or possibly even decades to come? It's unlikely that your spending will slow down in retirement. What does often change is how you spend your money. Retiring with enough money comes down to finding a process that makes sense for you and matches your lifestyle.

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5 Common Money Management Mistakes Thumbnail

5 Common Money Management Mistakes

Do you fall into any of these money management mistakes? Money management (or cash management) can be difficult but is absolutely necessary. One or two bad financial habits can quickly lead to growing debt, and even cause you to come up short month after month. Most people want to achieve financial independence but seem to stumble into many pitfalls that can negatively affect their financial future.

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