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Getting Real with a Financial Advisor - Answering the Tough Questions

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April market volatility insight.

March Power Hour – Investment Strategies

March 8, 2022

March Power Hour – Investment Strategies CLICK HERE  to watch the full Power Hour! This Power Hour is packed with powerful insights about investment strategies, risk management, and timely updates…

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February Power Hour - The Smartest Investment

February Power Hour – The Smartest Investment

February 11, 2022

February Power Hour – The Smartest Investment Below are some of the things we discussed in our February Power Hour / Market Update What drove the market’s returns in 2021…

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Do I Need An Advisor?

Do I Need An Advisor?

January 19, 2022

Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…

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Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge

January 11, 2022

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in…

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New Years Resolutions and the Balance Wheel

New Years Resolutions and the Balance Wheel

January 3, 2022

So, the time for New Year’s resolutions is almost here.   While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…

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Gifts from a Financial Advisor

Gifts For You – New Webinars with Special Guests

December 29, 2021

Ho you know the 12 Days of Christmas actually starts on Christmas Day?    So we’re still celebrating the Christmas season and with that thought, we want to roll out…

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Hope

Hope

December 22, 2021

Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me.      Maybe that’s because there’s a lot of areas…

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gift idea

3 Unique Gift Ides

December 14, 2021

The countdown to Christmas has begun. Do you have your Christmas shopping done?  I know it’s said that it’s more blessed to give than to receive, but sometimes it feels…

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