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Behavioral Finance

Do These 3 Things If You’re Worried About A Recession

Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that

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How To Set Financial Goals for the New Year

How to set financial goals for the New Year

Did you set financial goals for the New Year?  How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that

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Couple planning their finances and goals

How to Set Your Financial Goals For 2022?

What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on?  Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you

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Happy and financially secured individual

Are you in the best financial situation to start 2022?

As COVID-19 continues to shift and change life and the world around us, what is your financial situation for 2022? If you have been one of the lucky ones that continued to have your job you will likely have felt stress. This hasn’t been an easy time for any of

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Professional woman overcome pay gap

3 Tips to Help Women Overcome Pay Gaps

“No matter how much women prefer to learn, to be protected and supported, nor how much men prefer to have them do so, they must make the voyage of life alone, and for safety in an emergency they must know something of the laws of navigation.” —Elizabeth Cady Stanton,1892 These

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Financial resilience is needed

What You Need to Prepare Yourself for the Financially Unexpected

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad, it should. There are ramifications to financial events beyond mere dollars and cents.Divorce, disability, job loss — they may seem unconnected financially, yet they share some common characteristics. All can

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