Planning Your Financial Future December 2014 Hope all of you had a wonderful Thanksgiving holiday. As we head towards year-end, now is the time to think about your financial results for 2014, and your financial goals for 2015. Four Questions… Read More
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October 2014 Newsletter
Planning Your Financial Future October 2014 Fall has arrived! Cooler temperatures, earlier sunsets, and turning leaves. However, it’s also time to think about year-end tax planning for business owners. December will be here before you know it. Prepare Now for… Read More
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September 2014 Newsletter
Planning Your Financial Future September 2014 Well, the children are back in school. Be careful out there when driving. Children don’t always look first! Quiz: How Much Do You Know about Social Security? You’re probably covered by Social Security, but… Read More
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August 2014 Newsletter
Planning Your Financial Future August 2014 July flew by, and here we are in August. If you’ve taken your vacation, hope it was fun! If you haven’t taken a vacation yet with the family, it’s almost time for back to… Read More
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July 2014 Newsletter
Planning Your Financial Future July 2014 July 4th is on the way. If you are traveling, please remain cautious on the road. If you are using fireworks, be safe. Enjoy your summer!! Can You Make Some Green by Investing Green?… Read More
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June 2014 Newsletter
Planning Your Financial Future Well, May flew by (or maybe it just seems that way as I get older). Anyway, June is here. The children get out of school soon. Please drive safely. The weather warms up, days get longer,… Read More
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May 2014 Newsletter
Planning Your Financial Future April showers bring May flowers. Guess we’ll find out, since the weather folks are calling for a lot of rain this week. The big tax rush is over, but now it’s time to think about your… Read More
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April 2014 Newsletter
Planning Your Financial Future April 2014 April is almost here, and that means you have about two weeks to either get your taxes filed or file an extension. If you don’t think you will have your information ready, file an… Read More
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March 2014 Newsletter
Planning Your Financial Future March 2014 Here we go. Heading into March, April will be here soon. Warm weather is around the corner!!! What Baseball Can Teach You about Financial Planning Spring training is a tradition that baseball teams and… Read More
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February 2014 Newsletter
Planning Your Financial Future February 2014 I don’t know about you, but I’m ready for Spring! No more snow!! No more cold!! Please!! The Frugal Habits of Millionaires We’ve all heard the saying “it takes money to make money.” So… Read More