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A Case study in Cash Reserves

A Case study in Cash Reserves

Every investor should evaluate their cash reserves before selecting an investment/s.  Integrating your cash and investments together into a financial plan can be as simple or complex as your life requires.  Let’s look at three different investors at varies life...

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Understanding the Difference Between Risk and Volatility

Understanding the Difference Between Risk and Volatility

Let’s clear up the confusion between risk and volatility when investing. Risks are real and consistently evolving.  This requires an investor to periodically re-assess their exposure and comfort level.  Examples include liquidity risk which is failing to set aside...

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Six changes arriving in 2023 to 401k, IRA, and 529 plan

Six changes arriving in 2023 to 401k, IRA, and 529 plan

SECURE 2.0 was signed into law December 29, 2022.  Employer retirement plan, IRA, and 529 education plan changes are creating more choices for investors.  Integrating these updates into your financial plan may allow you to make better, less reactive decisions...

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Financial Planning Lessons from Your Grocery List

Financial Planning Lessons from Your Grocery List

A grocery list and financial planning may have more in common than you think.  Both are created with purpose by outlining necessities with some degree of time sensitivity.  Both allow you to get more done instead of organizing items in your head.  Consider these tips...

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Suggested Reading 

Suggested Reading 

Try a new approach to your goal setting this January, read this book; Atomic Habits, An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. New year’s resolutions are good, but often lose their stickiness as life gets busy.  Many have a...

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Strategies

Strategies

In two weeks, a new year begins.  What financial strategies can assist investors in getting closer to what they want? Knowing what you want to accomplish and when before investing a dollar is valuable.  The difficulty is many don’t have the answers they need when...

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