Client Resources

Insights: Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.

A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.


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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.


Knowledgebase

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?