Month: January 2021

Ep 21: Financial Goals for 2021

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.

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Ep 20: Is Your Advisor Doing This?

Does your financial advisor look at your tax returns? What about the fees in your in-vestments? We’ll explain how your advisor should be helping you.

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