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Money

We’d like to put your money to work so you can spend it to build your future. This is the foundation of any strong plan and is highly recommended regardless of asset level. Many people do not know where their money goes, and this is the most effective way to find out.

<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Do you know these three personal finance sayings?
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>Mortgages in Retirement</p>

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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<p>What Our Kids Can Teach us About Saving Money</p>

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
Learn More