What’s Important

One of the things I find when I talk with people when they come into our office is, they have their retirement savings in places they don’t really want it. A typical client has their retirement money in stocks, mutual funds or bank accounts where they’re making basically no interest. […]
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Seven Mistakes People Make with Their Money

Mistake number one is paying taxes on the same dollar more than once. Albert Einstein was quoted as saying, “compound interest is the eighth wonder of the world”. But Albert never lived under our current tax system. Today we have what our politicians call a progressive tax system; the easiest […]
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