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How to Build a Realistic Budget and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

Our Biggest Financial Challenges are Often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Five Things You Should Expect From Your Financial Advisor

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

Charitable Giving with Purpose Magnifies Your Gifts

Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.

How to Keep Your Credit Card Information Safe

In the good old days thieves just went after the green. Nowadays they’re after your credit card information. Why? Because, it’s easier to steal your credit card information than your money. Each day, billions of credit card transactions with each use being a potential opportunity for a thief to abscond with an account number.

Guest Blog: Answering a Question with Questions: "Why Would I Need a Will?"

By Cindy DeRuyter

I was talking to a friend on Friday night about Wills and estate planning because well, I’m in my 40s and I like to live it up on Friday nights like that. 

“Why would I need a will?” my friend said, challenging me.  Drawing a deep breath, I responded with rapid-fire questions:

Defining Wealth

In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.

The Cabin (Part II) - How about a rental property?

By Tom Rippberger

What are your long term goals? Could financial planning help?

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

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