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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?

Planning for Tomorrow, Enjoying Today

Posted on February 10, 2020
Categories: AllEstate and BusinessInvestmentsRetirement
Tags: 401Kfinancial advisorinvestment servicesretirementretirement planningRetirement Plansrisk management

Today I’m not thinking about the future so much.  I’m remembering the past and embracing today, and reminding myself that all three – past, present and future – are important.

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