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lifestyle

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Education Featured Stock Markets

Every month I sit down to write this newsletter with the hopes that you’ll find it interesting and timely and that it will make some difference in your life.  I try to resist making any predictions about where the market, economy, interest .
  May 15, 2023 0

Take Hold of Life

Education Lifestyle Stories

Lately, we have been talking about the markets and market volatility. What can we do about it? Not much, so let’s focus on what we can control. We are living longer so let’s take better care of ourselves and strive for a better life. Let’s put .
  September 14, 2018 1

Life Style Planning

Lifestyle Stories

The planning process is a series of steps, when taken in sequence, may help the client reach their goals.  Defining that goal is the challenge.  I really believe people are so conditioned to think in terms of how much money they have at .
  October 10, 2016 0