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Articles View: financial planning

May 11, 2023
Planning the Life Stages of Your Business

Do you know the important considerations and opportunities at the various life stages of your business? Of course every business owner committed to success starts with an idea, works hard to make it happen, and then believes in the potential for great things. Often overlooked in the excitement of business startup, success also needs a plan to manage your business for growth.

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April 11, 2023
Tips to Shape Up Your Long Game

If you start a fitness program to stay in shape then drop out, you never give yourself a chance to become physically fit. It’s much the same with fiscal conditioning. It’s important to stick to a regular program of sound financial practices to achieve fiscal fitness and the financial independence that goes with it. A plan will help you reach your goals, in the long-run.

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April 5, 2023
Planning for Your Financial Future

Money plays an important role at every turn your life takes. There are ways to develop good financial habits now so you can be prepared for the different strategies that certain events require in the future. And the good part is, you can start from wherever you are currently, to make decisions that will go a long way towards achieving your financial goals.

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January 24, 2023
Plan Your Finances as You Would Your Workout

You exercise to benefit from your sweat equity in the future, right? The strategy of a good workout is to intentionally place stress on our muscles so that when a health problem arises, our bodies are in better condition to deal with the situation. You also need an investment strategy to accommodate unforeseen future events, such as market downturns.

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January 1, 2023
Time to Consider Your New Year Resolutions

The New Year is a great time to make a commitment to get your finances in order. With proper planning and appropriate guidance, your resolution to make your finances a priority can begin to build financial stability to prepare you for the uncertainties of tomorrow. The New Year is offering you a fresh beginning.

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September 24, 2022
One Question Your Advisor Must Ask

Too much focus can be placed on markets, investment returns and stock prices. Does that sound surprising to you? Knowing your goals and how you want to live is important for living a fulfilling life. It is also an important starting point for financial planning. This article explains why you should be pleased when your advisor asks you this question.

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January 4, 2022
Signs You Need a Financial Planner

Sometimes it’s hard to tell if you need a financial planner’s help with a problem or if you can handle it yourself. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to incur more out-of-pocket expenses and lots of headaches.

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June 15, 2021
10 Tips for Your $ Future

However much you make or save now doesn’t promise you a bright financial future. Life is unpredictable. Follow these 10 tips to help prevent you and your family from money troubles.

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February 14, 2021
A Valentine's Day Couple - Susanna and Jason

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]

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