Family | Financial Planning | Life | Planning
Five Money Conversations Every Family Needs to Have
“When I heard about Aretha Franklin, I wondered whether you had a will and that led to other questions running through my head.”
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Credit | Finances | Financial Planning | Life | Planning
Lifestyle Inflation – Total Cost of Ownership
When you are purchasing a home or a car you need to go beyond the monthly payment. You need to look at all the cost of ownership.
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The Bandit is Lifestyle Inflation
It is time to kill off Lifestyle Inflation.
Do you recognize yourself in some of these debt mistakes? Or maybe you are feeling the pressure or temptation to upgrade your lifestyle or make a big splash to let everyone know you’ve made it in life.
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Seven Do’s and Don’ts for Passwords
Far too often when working with our clients and their online accounts we find that either they have an excel spreadsheet, a handwritten list or almost the same password for all of their accounts.
This smorgasbord of information is a hacker’s dream come true. Take the time today and implement our Seven Do’s and Don’ts for password management.
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Financial Planning | Life | Planning | Taxes
Tax Cuts are a Band-Aid
In the same process, the tax savings will increase your net after-tax income. The increase in take-home cash can either be temporary like tax cuts or become permanent.
Spending is the crucial element to balancing the budget if you’re the USA or creating net worth for individuals and families. -
What’s on Your Scorecard?
As we work with businesses and individuals to reach financial goals, keeping score is required. Why? If you don’t know the “score” how can you make changes or improvements?
We often encounter the same question; What should I measure with my scorecard?
