Life Transitions

Fire Your Financial Advisor

12 Apr 2019 Webinar – Should You Fire Your Financial Advisor?

Posted by Jim Ludwick

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Life Transitions

11 Apr 2019 Live with MainStreet – Life Transitions & Big Expenses – EP 34

Posted by Liz Gillette

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Financial Grown Up

08 Apr 2019 Becoming a Financial Grown Up

Posted by Liz Gillette

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Digital Legacy

08 Mar 2019 Webinar – Digital Legacy Planning

Posted by Cynthia Flannigan

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the talk with elderly parents

06 Feb 2019 Swim With Jim: Having “The Talk” With Elderly Parents

Posted by Jim Ludwick

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Goals & Priorities 2019

28 Jan 2019 Goals & Priorities 2019

Posted by Anna Sergunina

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Not-To-Do Financial Checklist

23 Jan 2019 The What Not-To-Do Financial Checklist

Posted by Jim Ludwick

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financial planning resolutions

18 Jan 2019 Financial Planning Resolutions for 2019

Posted by Cynthia Flannigan

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financial freedom

15 Jan 2019 Swim with Jim: Financial Freedom

Posted by Jim Ludwick

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miracle hour

15 Jan 2019 The Miracle Hour: Waking Up an Hour Early

Posted by Liz Gillette

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