Compounding Possibilities

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Small, seemingly insignificant acts can have an impact beyond anything imagined. For example, a kind word, simple gesture, or thoughtful deed can brighten another’s day […]

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How Personal are Our Finances?

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Have you ever been asked about your finances? How do you respond when you’re in a group and someone asks you how much money you […]

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A Millennial’s Perception of Wealth

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Those of us who were born between 1980 and 2000 (including myself), are classified as being Millennials. We Millennials started coming of age during the […]

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Our Timeline for Investing

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“When should I invest or start investing?” Now! Almost 60% of Americans indicate they plan to work longer than anticipated before they retire. Several driving […]

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Are Finances a Spiritual Matter?

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The simple answer is yes! I know that many want to separate finances and spiritual matters like America has separated church and state. But the [...] Read More

IRS Announces 2023 Contribution Limits

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The Internal Revenue Service has announced contribution and benefit limits for 2023.The limit on contributions by employees who participate in 401(k)s, 403(b)s, Sec. 457 plans, […]

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Current Market Volatility

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Current Market Volatility If you have watched the news recently, you have seen that the S&P 500 index plunged 4% last week, in the market’s most significant […]

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