Articles

19 May 2016 MONEY “DATES”

The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...

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10 Mar 2016 Maximize Your Employee Benefits

Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan,...

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