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13

February 13, 2024

Ten Pre-Retirement Questions Everyone Should be Able to Answer

Ten questions anyone over age 50 (OK, probably 30) should ask themselves.

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19

January 19, 2024

2023 Wrap-Up

Another wild year in the books. Much different, and much better, than 2022 but not without some drama.

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18

December 18, 2023

Financial Planning 201

A well-diversified portfolio of index funds may be a good start, but there are other important things to consider on your path to financial freedom.

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12

November 12, 2023

The #1 Foundational Skill to Build Wealth

Do you know the #1 foundational skill people need to create wealth? Hint: It isn’t investing.

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1

October 1, 2023

“Someone is Attempting to Steal Your Identity”

Don’t be a victim of identity theft. Here are some simple steps you can take to keep criminals frustrated instead of you.

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15

September 15, 2023

Congratulations Andreas Shick, CFP®!

Congrats Andreas! Looks like the new guy may work out after all.

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