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Life is full of large expenses. Weddings, trips, home buying, cars, education, renovations, etc. We all face the challenge of saving up for these larger financial goals, often many times. One of our favorite things to do as advisors is to help people plan for and achieve them! In this episode, we share the do’s and don’ts of how to pay for those bigger expenses.
Financial Order of Operations®: Maximize Your Army of Dollar Bills!
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It’s our favorite time of year: time to complete your annual net worth statement!
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Updated for 2023! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…
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