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A Path to Setting and Reaching Your 2023 Goals : What if you focused on your system instead of just your goals?

Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and reaching your goals. Many of us love complex processes. Intricacies of a large spreadsheet really get our brain…

Time to Consider Your New Year Resolutions: Resolve to make your finances a priority with proper planning and guidance

For many people, the month of December and the New Year are times for personal reflection, a time to consider commitments and resolutions for the coming year. This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build financial stability and prepare for the…

Financial Plans to Make Before 2023 is Upon Us: There are a lot of December 31st deadlines, so don’t wait too long to plan

The year-end holidays approach, and bring lots of things to do. Yet with holiday cheer there are financial plans to make, too. Consider these financial opportunities and deadlines before 2023 arrives. Making Financial Gifts As we count our many blessings and share time with our loved ones, we can express our thanks through giving to…

How to Divide an Inheritance Equally: Minimize the need to decide taxes and transaction costs for all beneficiaries

Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly. First, you can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on.…

Giving Thanks for Frustrations and Obstacles: Gratitude makes us focus and turn our negatives into positives

Life is filled with challenges: finding a job, paying for college, affording your retirement. While this may seem paradoxical, on Thanksgiving we should be thankful for frustrations and obstacles. Often on Thanksgiving we think of the Pilgrims. The English colonialists were a grateful lot, but on religious days of thanksgiving, they focused on prayer, not…

Acquaint Grown Children with Your Financial Affairs

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate…

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