A New Start

27 Mar 2017 Goals Are Important

We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...

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23 Dec 2016 Resolution Time

It's the end of the year. A new year looms in just a few days. Imagine that. Who would have thought last Christmastime we would be where we are now? Did you set any goals last year, or are you like most of us who have those...

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21 Oct 2016 Holiday Gifts: Creative and Free (almost)

As the holidays approach and the budget is thin or you just need to be creative, why not start now to find creative ideas for gifts? These suggestions can keep on giving and demonstrate affection by being very personal. Here’s a collection of my favorites:...

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