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See a Sample Financial Plan Thumbnail

See a Sample Financial Plan

While creating a financial plan is in a different category than buying a car or putting an offer on a home, we believe it’s just as significant of an investment and you should know what you’re getting before you pay a penny.

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How to Prioritize and Save for Multiple Financial Goals Thumbnail

How to Prioritize and Save for Multiple Financial Goals

It doesn’t seem to matter how much money you make—there’s always something to spend it on! Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, staying on track to achieve your financial goals can often feel like a challenge. No matter how much income is generated, it’s easy for people to spend much of what they earn—76% on average!

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Should You Do a 401(k) Rollover? Thumbnail

Should You Do a 401(k) Rollover?

Wallace D. Wattles, author of The Science of Getting Rich, said, “It is essential to have good tools, but it is also essential that the tools should be used in the right way.” When it comes to retirement savings tools, nothing compares to a 401(k); but are you maximizing its potential?

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4 Life Lessons I Learned on the Colorado Trail Thumbnail

4 Life Lessons I Learned on the Colorado Trail

Beyond appreciating the amazing scenery and sense of accomplishment, this experience was full of insights that I believe can inform not only our life journeys, but our financial journeys as well. Here are four life lessons I’ve brought back from the trail.

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