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We want you to know

Money laundering

Money Laundering and Other Crazy Financial Terms

You’ve heard of money laundering, offshore accounts & shell companies – but what do they mean?

  • Permalink
  • Posted: Feb 21 2024
For Good

For Good

A reflection on the lives of Jim and Liz Waldron.

  • Permalink
  • Posted: Feb 15 2024
The Value of Coaching

The Value of Coaching

Level up your goal setting and getting by working with a professional coach.

  • Permalink
  • Posted: Feb 1 2024
Money in the Bank: Returning Undesired Purchases

Money in the Bank: Returning Undesired Purchases

You mailed your return but did the refund make it to your bank account?

  • Permalink
  • Posted: Jan 26 2024
4% Rule Limitations

Limitations of the 4% Rule

Planning beyond the 4% rule for a successful retirement.

  • Permalink
  • Posted: Jan 21 2024
ABCs of Financial Planning: 529 Plans

The ABCs of Financial Planning: 529 Plans

Learn the ins and outs of qualified tuition plans.

  • Permalink
  • Posted: Jan 11 2024
The value of meditation

The Value of Meditation

Reduce stress, improve health, and quiet your mind with a regular meditaiton practive.

  • Permalink
  • Posted: Jan 7 2024
Setting goals for the new year inspired by the

The 12 Week Year

Consider this new way to approach setting your 2024 goals.

  • Permalink
  • Posted: Dec 28 2023
Dow 30 Revisited

The Dow 30 Revisited

With two weeks to go, we may end up with a pretty good year after all.

  • Permalink
  • Posted: Dec 16 2023
Ikigai - Finding Your Purpose

Ikigai: Finding Your Purpose

Why this concept from Japanese culture can influence your 2024 resolutions.

  • Permalink
  • Posted: Dec 7 2023
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