Tag Archives | finance

Is it Loyalty or is it Laziness when making the best Financial Decisions?

Is it Loyalty or is it Laziness When Making the Best Financial Decisions?

Many financial decisions we make is because we think there is an advantage to being loyal to a particular company, product or service. The plumber who came when you were desperate, and the toilet was overflowing did a great job and didn’t overcharge you. Do you keep calling him back? Yes, of course! You choose […]

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Investing when your young

I is for the Importance of Investing when you’re Young

The investment world can be quite overwhelming and perhaps a bit intimidating to new investors, but this is no reason not to begin an investment strategy as soon as possible. The earlier you start investing in the markets, the more you will be able to learn and grow your investments. It may not seem urgent […]

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G is for Growing Interest in Impact Investing with Millennials

G is for Growing Interest in “Impact Investing” with Millennial’s

  Impact investing refers to investments “made with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.” The difference between socially responsible investing (SRI) which only seeks to avoid investments in companies with poor environmental and social practices. Impact investing goes a step further by investing in businesses based […]

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C is for Complaining Can Harm Our Health%

C is for How Complaining Can Harm Our Well-Being

“What you’re supposed to do when you don’t like a thing is change it. If you can’t change it, change the way you think about it. Don’t complain.” ― Maya Angelou   You’ve done it, I’ve done it, we have all complained at one time or another when things don’t go our way at work or in […]

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Buying a new vehicle vs. buying a used vehicle which is best for you?

B is for Buying a New Car Vs. Buying a Used Car – What’s best for you?

Deciding to buy a new or used car is a big decision. There is no definitive answer, so do your research and make sure you find a vehicle that fits your needs at the best deal possible. Below are some pros and cons to consider: Buying a Used Car Pros: Affordability – if this is […]

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high-angle shot of a smartphone, a tablet computer with the text digital inheritance in its screen, and a digital pen on an elegant gray surface

V is for The Value of Virtual Assets in our Digital World

  As Fiduciary Financial Planners we create financial plans with our client’s individual needs and best interest in mind. Today we also have a growing responsibility to not only protect and grow their portfolio but to also educate and ensure they have a plan in place to manage and protect their digital assets. Virtual assets […]

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S is for Strengthen Your Life Energy25

S is for Strengthen the Energy of Your Life

   “It is in your moments of decision that your destiny is shaped.”  – Tony Robbins   “It’s the beliefs you have right now that are guiding your actions,” according to Tony Robbins, author, and life coach. He believes that if we can master our beliefs, we can guide our decisions. It makes sense that our […]

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Including a Delay Clause in Your Remodel

I is for the Importance of a Delay Clause in Your Remodel Contract

The economy is looking up, and that remodeling job that you’ve been putting off is at the forefront of your mind. All kinds of creative ideas are dancing in your head: colors, design, and details. Oh, what joy it will be to have that newly overhauled kitchen or that cozy outdoor space you’ve always dreamed […]

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Happy New

Happy New Year


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I is for the “Importance” of Banking and Credit Card Alerts

Credit card alerts can help you avoid fraudulent charges or withdrawals on your accounts. As online fraud continues to increase, banks are constantly trying to stay ahead of criminals by devising advanced processes to fight credit fraud; however clever card hackers continue to make fraud more difficult to detect. According to Javelin Strategy & Research, […]

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