Who are we to get in the way of your peace and calm? Your choices are yours. Don’t let anybody “should” all over you!
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Month: April 2025
Find a Way Forward
We can make flexibility a part of our lives and our financial planning. Our day-to-day is forever changing, and so it’s important to take some time to re-evaluate and make sure we are on track to get where we want to be. If our lives require a different plan, we make one! No one can white-knuckle their way to their dreams.
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Get Back up Again
If you’re looking for an excuse to give up, you’ll always find one. How to change the tire and get back on the road.
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A Team with a Certain Set of Skills
It takes all kinds. Really, literally. A versatile team is made from a variety of strengths. Here’s a little glimpse at some of the players we like to see in a balanced portfolio.
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There’s a Slice for Everyone
Did you know that the main ingredient to the magic pie is stock ownership? Common stock is more than just a transaction on the computer—it’s an investment, a share of an enterprise that’s out there in the world, trying to do something. Best part about a magic pie? There is plenty to go around.
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