February 2022

Stay On Track

Stay On Track

There are many factors to understanding whether you are on track to meet your financial goals for retirement. These not only include what you have set aside in savings and investments, but your rate of return, and inflation. If factors you can’t control such as the market or inflation have undermined where you thought you […]

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Tax Refunds

Tax Refund

We are well into tax season, which means more and more individuals are beginning to think about their tax refunds and what they can do with them. The solution relates to how healthy the individual’s cash flow is. If you like the feeling of getting a “windfall” in the form of a tax refund, you

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Not Enough Time

Not Enough Time

We often think of retirement in terms of years. We think about how there isn’t enough time left in our lives to do all the things we planned on doing. That same thought of ‘not enough time left’ also comes to mind when we lose some of our life savings. Those who were handling it

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