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  Making It Personal: Crafting a Personalized Mission Statement I am a big believer in personalization in all aspects of life. The road to your goals, financial or otherwise, is paved by the personalized steps you’re willing to take and in the direction you wish to work. Driving all of…

  • What Types of Insurance Are Critical for Your Financial Plan? Insurance is a necessary component to creating a financial plan that works well for you, your family, and your long-term goals. It can take just one illness, one job loss, or one car accident to turn your world upside down and crumble your financial plan. If you have the proper insurance in place from the start, however, you can weather these life-changing moments and keep your goals and dreams on the right trajectory. 1. Auto Insurance - Auto insurance is a must and not just because the law requires that…

  •   Focus on You: Strategies You Can Control for A Better Financial Future When we look outwards, most of our world can seem like chaos. Political events impact the market. Technological changes create new employment opportunities and put others to rest. Illness and misfortune affect those we love. It is easy to fall under a sense of helplessness in these moments. The key to weathering these storms is to focus on the elements you can control to make for a better financial future. The first step is to create a solid plan. Many hope for a good outcome, but hope…

  •   Don’t Let Your Heartstrings Control Your Purse Strings Giving to charitable causes can be a very emotional thing. You’re supporting something near to your heart, possibly with a deep personal connection. However, if you’re not mindful, it is possible to give at the expense of yourself. Be sure you don’t let your heartstrings control your purse strings. Forethought and planning should extend over all your financial decisions, including charitable giving. For a variety of reasons, many don’t follow a plan. Some give whatever’s left in their budget, perhaps not as much as they’d like or tempting them to give…

  •   Don’t Get Caught with a Financial Holiday Hangover The holidays are meant to be a joyous time, one of socializing, gift-giving and charity. Multiple holiday influencers, such as our faith, family and even the media, can impress upon us what celebrating the holidays mean and possibly lead us to overextend ourselves. The result can leave us recovering physically, emotionally, and often, financially. With a little forethought and discipline, though, we can bring in the New Year without suffering from a financial holiday hangover. The first step is to establish a holiday budget. If married, be sure that this is…



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