As we discussed last time, purchasing power (and the ability for your money to keep pace with a rising cost of life) is truly at the heart of strategic planning for yourself and your family. I discussed the difficulties that target date funds present (by design) by...
Retirement
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Why Your Balance Sheet is Important
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...

