Tag Archives: INVESTMENT PLAN

The Value of the Personal Budget

The process of creating a plan to spend your money allows you to determine in advance whether you will have enough money to do the things you would like to do.   Once you create your first budget, begin to use it and get a good feel for how it can keep your finances on…
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How to Achieve Retirement Peace of Mind

One of the most frequent discussions I have with my clients involves setting up a game plan for a worry-free retirement.  The decisions, the options, and the “what-if’s” can be intimidating.   Is it possible to achieve financial peace of mind while pursuing dreams of long-delayed travel, recreation, and other interests?  What about unexpected events…
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