Financial Planning

A financial plan is a document containing a persons current money situation and long-term monetary goals, as well as strategies to achieve those goals. A financial plan may be created with the help of a Certified Financial Planner.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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