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The Importance of Doing a Home Inventory

If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...

Preparing for Your First Meeting with a Financial Planner

So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...

Getting Things Done for Personal and Financial Planning Success

It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day?  Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to complete the...

5 Tips to Achieve Your 2019 Financial and Career Goals

Goal Setting is often the first step in making progress toward success. Actually accomplishing those goals is even more important. Here are 5 tips to help you throughout 2019: 1. Simplify – Sounds easy, never is. We often have too many goals and try to do too...

Partner up with a Planner for Financial Fitness

Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week! Saving money and losing weight (or variations...