The First Monthly Newsletter

PDF: Newsletter 2019-05-31 I hope this monthly newsletter finds you in good times.  This was an interesting month, we celebrated…

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The Last Weekly News Letter

PDF: News Letter 2019-04-26 I hope this weekly newsletter finds you in good times.  We are making some changes to…

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Taxes Are Filed – What Next?

PDF: News Letter 2019-04-19 Congratulations! You’ve completed your 2018 tax return, the first one after major changes to the U.S.…

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Brush Up On Financial Literacy

PDF: News Letter 2019-04-12 April is Financial Literacy Month, and one thing Americans are not taught in school are the…

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April Budgets Prevent Financial Showers

PDF: News Letter 2019-04-05 Do you know the old saying: ‘April showers bring May flowers’? It’s supposed to make us…

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Two Certainties Of Financial Planning

PDF: News Letter 2019-03-29 The old saying goes: there are only two certainties in life—death and taxes. In financial planning,…

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10 Years Later: The Path To Financial Wellness

PDF: News Letter 2019-03-15 Daylight Savings Time began last weekend, a sure sign that spring is on its way. It’s…

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The New Thirty-Somethings

PDF: News Letter 2019-03-08 The New Thirty-Somethings Every generation has its unique challenges, but parenting has always been one of…

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Try Doing Nothing: But Not About Your Money

PDF: News Letter 2019-03-01 We live in a world where being busy is considered a badge of honor. In fact,…

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Principles Of Happy Money

PDF: News Letter 2019-02-22 With the polar vortex, snowstorms, and tax season hitting us all at once, you’re probably looking…

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