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January 16, 2024
Assess the Health of Your Business

Taking a closer look at your company’s internal operations and external environment may help you avoid costly mistakes, improve your management practices, and refine your long-term strategic goals. There is an analysis tool that can help you hone your business strategy and strengthen your position in the marketplace.

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January 6, 2024
Time to Reassess Your Portfolio

Market swings often prompt investors to reassess their portfolios. Instead, regular review of your portfolio is helpful to remain aligned with your financial objectives. Maintaining a regular investment program and balancing your portfolio to account for a comfortable risk level are important to the overall success of your financial strategies.

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December 29, 2023
Build Your Financial Foundation

Successful money management requires regular reviews. Each year, you should pull all your records together and take a close look at your entire financial picture. Here are six steps that can help you put your financial affairs in order so that your financial foundation will be strong.

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December 15, 2023
Examining Your Ghosts of Christmas Past

Analyzing your past financial decisions is essential to changing behaviors. Once you take that difficult but transformational journey into the past, you can begin to see reality with new clarity through the help of others. Take a lesson from Scrooge’s transformation.

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December 12, 2023
Top 5 Year-End Financial Planning Tips

There are some basic ways you can go into the coming new year with a financial plan that can significantly impact your financial health and set the stage for a more prosperous future. Consider these 5 year-end planning tips to review your financial status before the calendar flips.

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November 16, 2023
Craft a Giving Strategy for Your Business

How can you give back to your community while improving your bottom line? Regardless of your company’s size and resources, you can find a way to make a difference in your community. This article will give you a few tangible ideas to start you thinking about your own giving strategy.

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November 16, 2023
Giving Thanks for Frustrations and Obstacles

There are many challenges in our world, on a large-scale and in our own personal lives. Gratitude makes us focus and turn our negatives into positives. We actually grow and learn from challenges. Some of the best things in life grew out of a negative circumstance. This Thanksgiving, consider this powerful emotion called gratitude.

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November 2, 2023
What Does it Mean to Be Rich?

If we set unrealistic expectations for ourselves, we never reach the satisfaction of true wealth. Many of our expectations can be generated unconsciously by the people we are surrounded by, combined with that age old stumbling block of comparison. Often our feelings of poverty or wealth have nothing to do with a balance sheet. How do you define wealth? This article offers some interesting perspectives to consider.

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October 17, 2023
Tips for Leaving Inheritance to Family

What happens when you leave what’s probably one of your biggest investments – your individual retirement plan? You worked hard to save for your golden years. When you leave behind what money might remain to a family member, make sure you think about potential disruptions and have a plan before that time.

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October 11, 2023
5 Signs You Need a Financial Planner

You may have questions about your finances that you consider silly or stupid and feel that you should handle alone so you don’t seek help. As happens often in life, not reaching out to a professional can delay you reaching your goals and cause you to incur more out-of-pocket expenses.

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