Benefits of a financial calendar

BY Admin | June 2, 2023

A financial calendar is a tool that can help you keep track of your income, expenses, and financial goals. It allows you to plan and organize your financial life in a way that can lead to numerous benefits. Here are just a few of the benefits of using a financial calendar:Improved organization and planning: A…


6 Long-Term Investment Tips

BY Admin | May 30, 2023

Investing for the long-term can be a good way to grow your wealth and prepare for the future, but it's important to approach it with a plan. By following these six long-term investment tips, you can increase your chances of success and reach your financial goals.1.     Diversify your portfolio: One of the key principles of investing…

Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

BY Admin | December 3, 2021

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…

Finances, IRA, Retirement, Tax Planning, Wealth Management

New Capital Gains Tax Causing Money Shuffle

BY Kendal Blunck | December 1, 2021

Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…

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