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When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile, and experience level to your own profile.

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Our behaviors produce the results we see in our lives.

It’s important to take some relatively easy steps to stretch your budget.  Here are five ways to make your budget go further.

As the saying goes there are two things that are inevitable: death and taxes.

Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health, and more!

Use these tips to be more mindful about fully embracing time completely outside of work. 

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.