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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.

You can also start here if you would like to learn more about our cash management planning & coaching service.


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5 Steps to Get Your Finances in Order

You pay your rent, go out to eat several times a month, and have a 401(k). Everything is fine, right? Well, it may be, but your money can likely do even more for you. Here are 5 steps to get your finances organized and help you accomplish your lifelong goals— your future self will be grateful.

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[Video] Saving vs. Investing

When it comes to your financial strategy saving and investing serve two completely different roles but work hand-in-hand to help you achieve a comfortable financial future. However, it’s important to understand the difference as you begin to build your wealth. Not sure whether it’s time to invest or save? We break it all down in this video.

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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

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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