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Staying on Track

We all work hard to build and protect our financial future.  No matter what stage of life we’re in, nearly every plan starts with the same thing: INCOME.  But what happens when it disappears?  How long could you support yourself (pay your bills) without your paycheck? Hmmm?   That’s a scary question.                                                                                                                                                              Where will your […]

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Paychecks and Playchecks

Would you agree that both Paychecks and Playchecks are really important to your lifestyle?   If yes, chances are you are someone who pays bills and likes to have fun. You pay your mortgage, cell phone, car, go on vacation and more. You also most likely own insurance on your home, car, etc.  to protect […]

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Peanuts from My Uncle

Even though he was my Uncle he called me (and everyone else my age) -“Son”.   So, “Son how are you going to cook these peanuts?”  For many years in early March he would give me a bag of shelled but not cooked jumbo peanuts.  They still had their skins.  Why? So I could do the same […]

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Planning with Your Passion in Mind

Are you passionate about your alma mater or another organization? Do you consistently donate to the same charities year after year and want to do more?  Charitable Legacy Planning can help you do this.   Every year, we donate to our favorite charities and institutions through annual fund drives and membership dues. These donations can […]

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September To Do Item

Now is a great time to review your life insurance coverage before you get busy with fall and holiday activities.   Life changes and your benefits wants and needs follow.  Here are a few things to consider:   Does the amount of your policies provide the coverage you want? Inflation erodes the amount so adjustments may be required. Health conditions are a moving target. […]

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A Special Week

This week was a special week for 3 reasons-                                             Wednesday 6/14 was Flag Day and we hung our banners and flags with pride. I met a fellow practitioner for the first time who experienced the unimaginable – his wife died from cancer 4 years ago at age 39.  He has 4 girls and had done […]

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How is Your New Year’s Resolution?

I’ve already forgotten my New Year’s Resolution!   What was yours? Now that the holidays are well behind us and we have settled back into our normal living/working “groove” I urge you to consider this short article and chart about how we all spend our money. Each of us has financial goals and hope we will […]

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Summer School- Financial Lessons

It’s never too early to teach your children or grandchildren the value of a dollar.  Here are five lessons to help teach smart money management: 1. EARN – Nothing says summer like chores.  From cleaning rooms to cutting grass to washing cars, daily and weekly duties help fill piggy banks.  More importantly, they help kids […]

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Is Your Greatest Asset Protected?

What is Your Greatest Asset?   Is It Properly Protected?                                 Most people believe their largest asset is their house or 401(k) plan.  Yes, we have all worked hard to attain these assets.  However our greatest asset is our ability to get up every morning and produce income.  If it wasn’t, we would all retire today and live in Margaritaville!  Our income is the foundation of our […]

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The Importance of Tax Planning

April 15th Looms/The Importance of Tax Planning/ Uncommon Thinking   How are these 3 topics tied together?  Everyone hates paying taxes! Reducing exposure to taxes is a top concern for most Americans.  Taxes and financial planning are closely tied together.  Many financial planning decisions are either driven by tax considerations or have tax implications. The […]

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