Goals 

Are You Ready For the Next Step in Financial Organization?

Imagine laying out all of your bills, account statements, insurance policies, and loans and trying to make sense of them all. Pretty overwhelming, isn’t it? That’s why organization is so foundational. You cannot succeed in your financial life without being organized. But what happens when you get too busy to stay on top of the …

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On This Father’s Day

Days like Father’s Day, where we take the time to honor those who have had a significant impact on our lives, can lead us to reflect on our own parenting and the legacy (both financial and otherwise) we are leaving for our children and future generations. As I examine my personal upbringing and the financial …

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