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How to Stick to Your Financial Plan this Holiday Season
What does starting 2017 off with clean financial slate mean to you? For some, it could mean no outstanding credit card debt. For others, it could mean having finalized retirement contributions in place for 2016. Here are several steps you can take now to prepare for financial success in 2017.
Q1 2016 Client Letter
“If you don’t like the weather… just wait a few minutes.” -- Mark Twain
Awaken to These 3 Retirement Investing Truths
“It’s true. All of it” -- Han Solo, Star Wars: The Force Awakens
Q4 2015 Client Letter
Q4 2015 Client Letter
“Pressure, pushing down on me, pressing down on you…”
-- Under Pressure, David Bowie & Queen