Guest Post! Protecting Your Family’s Financial Security: Tips For Allocating Your Resources Long Term

Today’s guest post is by Jackie Waters, author of Hyper-Tidy.com. Financial life planning as you build a family can get complicated. You not only have to cover the basics in your day-to-day lives, but you have to look ahead and consider investment and saving strategies to ensure that your children are taken care of if you […]

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Family Business Succession – A Simple Getting Started Guide

You’ve spent your life building and running a successful business, and now you’re ready to pass it on. You’ve identified your successor – your precious offspring. Great! Now what? There are many steps between here and your end goal of passing your baby to your babies (the next generation), and a well-executed transition takes several […]

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How the Economic Machine Works – An Educational Video

Without enrolling in your local university, it’s difficult to find good educational information on how our economy and markets function. There’s a lot of misinformation out there, sometimes masked as marketing or entertainment (most financial “news”). Finally, we have discovered and excellent 30 minute video that explains how money flows in our economy, with an […]

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The Retirement Manifesto

The Biggest Surprises in Retirement By GLENN RUFFENACH Wall Street Journal, Wealth Management Journal Report, Monday February 13, 2017 We asked readers to tell us about the things they didn’t anticipate when they stopped working. They had plenty to say. “I could make a major time commitment to doing something purely for my pleasure” | […]

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