Life Style and Money

Where’s My Money?

At the end of the month do you say, “Where did my money go?”. Being aware and in control of your monthly cashflow is the FOUNDATION of your financial expansion. Some may call it a “budget”, but it’s much more than that…it’s your Blueprint. Understanding your “must-haves” and “nice-to-have” expenses compared to your income is the ultimate starting point to every financial task. From there we assist you in assessing your personal break-even to determine your savings and wealth building goals. Think about it this way...”You can’t navigate to where you’re going, if you don’t know where you are coming from.” Each year be sure to do this process.

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Time to Kick-Up My Heels

We plan hard and work hard at what type of education, skills, professional designations we’ll acquire. After we land the job, we continue to carefully strategize our every career move, so that we can climb to the top of the ladder.  Now, it's time to PLAY HARD!

Retiring with only a 401(k) strategy is no longer efficient as a single strategy. It’s strategic to have multiple sources of income to help you manage the tax and market impact more effectively.

Many people contribute to their retirement plan based on what the employer gives 3%, so you tend to match 3%. But will you have enough money for the lifestyle you want to live when it’s time to “kick up your heels”?

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My Money Is Making Money

One key to financial success is understanding when to save and when to invest. What’s the difference?


Saving is like the steady beat of a drum; it provides security and a sense of comfort. Savings are typically held in low-risk, easily accessible accounts like a savings account or certificates of deposit (CDs). These are great for short-term goals, emergencies, or as a financial cushion.


Investing, on the other hand, is like a wild dance, full of energy and potential. When you invest, your money is put to work in various assets such as stocks, bonds, real estate, or mutual funds. Unlike savings, investments have the potential for higher returns over the long term, but also carry some level of risk.

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Ouch! The College $ Pinch

Whether planning for elementary, high school or college...the choices made TODAY will make TOMORROW easier. We help you assess & achieve education funding for your family.

If this is your goal, it’s critically important to start education planning early. Without timely educational planning, parents are often left scrambling to manage and fund college cost, even private school tuitions within a 1–2 year period or perpetually allocating current annual income or parent funded loans.

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Til Death Do Us Part

From powers of attorney to wills and trusts...protecting your legacy can be a daunting task. We assist you in understanding your options and coordinating with attorneys and tax professionals. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.

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