Blog

The Retirement Paradigm

Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.

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How To Avoid Revenge Spending!

Revenge spending can spell disaster for your relationship, and your finances. Following a simple monthly budget can help you control expenses, get out of debt, and build wealth.

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Is An Equity Indexed Annuity Right For Me?

New breeds of fixed annuities have become very popular with investors, especially in these volatile markets.

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Fundamentals of Personal Financial Planning

I came across this website recently from the University of California Irvine with a free online course in personal financial planning.  It has eight self-study modules that cover the various aspects of this topic which are:  goal setting, taxation, insurance, investing, retirement planning, college planning, & estate planning.  I thought the information was...
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