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6 Keys to Becoming a Savvy Saver Thumbnail

6 Keys to Becoming a Savvy Saver

Building a financial plan requires you to analyze three building blocks in your financial house: protection, accumulation, and retirement needs. These needs must be in balance and thoroughly evaluated. In our last series, we talked about the protection foundation of your plan. In this blog, we’ll journey into the foundational aspects of successful planning for the accumulation and spending years.

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What You Can Learn About Your Finances From the Pandemic Thumbnail

What You Can Learn About Your Finances From the Pandemic

The COVID pandemic has really brought so many financial issues to the surface. As a financial advisor we often play the “what-if’s” with our clients to see if they could make it through their toughest times. No one enjoys doing this exercise, but it is so important. “Predicting the unknown before it happens is impossible but preparing for the unknown is a critical step in building a strong financial house.”

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