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Budgeting

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.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Your Cash Flow Statement

Your Cash Flow Statement

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

Budget Analysis

Most people know that they are making money but they don't know where it goes every month. If they are saving money, it is sometimes difficult to know how much they should be saving for their specific needs and goals. We help develop a budget to know where the money is going, and then figure out how much should be saved to reach their goals and then, just as importantly, determine where it should go so that the goals and needs will be met.  

Different tools are available for retirement and education expenses that can significantly lower the tax burden, yet  can offer the flexibility needed to cover other expenses. We help calculate how much should be saved to minimize taxes and provide the versatility needed.

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.
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How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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