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been there done that

Been There Done That

Posted on July 6, 2022
Categories: AllEstate and BusinessInvestmentsRetirement
Tags: 401Kfinancial advisorfinancial literacyfinancial planninginvestment servicesm financialplybonretirementretirement planningRetirement Plansrisk management

Is a recession coming… or is one already here?

touchdown

Sticking to the Gameplan

Posted on May 17, 2022
Categories: AllInvestments
Tags: 401Kfinancial advisorfinancial planninginvestment servicesm financialplybon

For a lot of investors, the first part of 2022 has been a lot like those first few possessions when we got scored on. The stock market is volatile. Interest rates are rising. Inflation is up. There is a lot going on. And it can certainly cause anxiety and uncertainty.  But that doesn’t mean the plan an investor has in place won’t work.

Blog- Trying something new

Trying something new can taste pretty good!

Posted on May 13, 2022
Categories: AllInvestmentsRetirement
Tags: financial advisorfinancial literacyinvestment servicesm financialplybon

Cooking is not something I am a natural at. It is something I must work at, and something that seems intimidating to me. The way I feel about cooking- that is how many people feel about their personal finances.

Wealth Solutions Capital Markets Review | Q4 2021

Posted on February 16, 2022
Categories: AllInvestmentsNews
Tags: financial advisorfinancial literacyinvestment servicesm financialplybonsavings

The Markets Review for the period ending December 31, 2021.

Planning for a Market Downturn

Posted on February 15, 2022
Categories: AllInvestments
Tags: financial advisorfinancial literacyinvestment servicesm financialplybonrisk managementsavings

What can investors do now to prepare for market volatility in the future?

stork carrying a baby

Life Comes At You Fast!

Posted on February 2, 2022
Categories: AllInsuranceInvestmentsRetirement
Tags: 401K529 plansfinancial advisorfinancial literacyfinancial planninginvestment serviceslife insurancem financialplybonretirement planningRetirement Planssavings

As life changes, we need to re-evaluate our finances. It is a part of life moving so quickly.

Home for the Holidays

Posted on December 29, 2021
Categories: All
Tags: financial advisorfinancial planningm financialplybon

There’s no place like home for the holidays…

Book Review: Twas Christmas Eve Eve by Jay Kenerly

Posted on December 14, 2021
Categories: AllNews
Tags: plybonplybonbookclubreadmore

Twas Christmas Eve Eve celebrates the magic of the Christmas season….but mostly the Moms that make it happen.

Book Review: Think Differently to Achieve Success by Dr. Kevin C Snyder

Posted on November 22, 2021
Categories: AllNews
Tags: plybonplybonbookclubreadmore

In order to reach your highest potential, empower others and persevere through adversity to lead a fulfilling life, you must think differently.

Just a bit outside (my comfort zone)…

Posted on November 17, 2021
Categories: AllEstate and BusinessInsuranceInvestmentsRetirement
Tags: 401Kfinancial advisorfinancial literacyfinancial planninginvestment servicesm financialplybonRetirement Plans

Step outside of your comfort and make reviewing your finances a priority.

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