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Tag Archives: investments
Avoiding the First Financial Blind Spot
Blind spots are all around, preventing us from getting where we want to go. In our quest to transform the lives of every client through financial education and direction, we have identified four blind spots that everyone falls into on … Continue reading
Posted in Avoiding the First Financial Blind Spot, Blind Spot 1: Developing a Plan, Uncategorized
Tagged blind spots, Change, debt management, developing a plan, finances, financial future, goals and dreams, happiness, increasing fiscal literacy, investments, money, mortgage, pay off debt, saving money, success
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3 Questions to Help You Decide if Refinancing Makes Sense
It seems that everyone with a home, and a mortgage, is talking about the unbelievably low interest rates and the potential refinance opportunities available right now. With 30-year fixed mortgage rates recently dipping into the 3’s, even those homeowners with … Continue reading
Creating Your Best Money Year Ever – Parts 2 & 3
Creating Your Best Money Year Ever – Parts Two & Three Last week we reviewed the 3-step path to greater financial success: Your “M” Vision, “M” Goals, and then “M” Habits (“M” short for “Money”). You were instructed to complete … Continue reading
Posted in Creating Your Best Money Year Ever – Part One, Creating Your Best Money Year Ever Parts 2 & 3
Tagged debt management, developing a plan, finances, financial future, financial planning, goals and dreams, increasing fiscal literacy, investments, liquid assets, pay off debt, planning, wealth
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It’s Time To Review YOUR Debt Elimination Plan!
What’s that you say? — You don’t have a specific plan to know exactly when you’ll be debt free or a strategy to get debt free faster and easier? Here’s the problem… While most homeowners only go through the mortgage “borrowing” process … Continue reading