Planning to Rollover Your 401k?

Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You suddenly remember that…

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Leave Your Emotions at the Door When Investing

Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success….

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Monitoring Your Financial Plan

Monitoring Your Financial Plan

The most important – yet often missed – step of having a financial plan created is implementing the plan.  One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …

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