Why Free Cash Flow Matters for Your Investments
I'm going to discuss a concept that’s technical but is incredibly relevant to your investments: free cash flow. So, what...
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The Three Bucket Strategy for Early Retirement: How to Plan Smartly
A common question we get is about retirement, specifically how and when one can retire early. If you’re already enjoying...
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Financial Planning: 3 Essential Elements
Last week, we were giving a presentation on personal finance at a local business when someone in the crowd shared...
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Planning Ahead: The Importance of Pre-Arranged Burial Plans
Today’s discussion is deeply personal, and it reflects experiences that we often share with our clients to help guide...
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Paying Off Your Mortgage: Three Important Considerations
Today, I have a quick story for you about a client who recently achieved a significant milestone: they paid off their...
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Interest Rates: Fed Week & Navigating the Current Climate
Last week was an important week for financial enthusiasts—it was Fed Week. Federal Reserve Chair, Jerome Powell, took...
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HSA Rollover: 3 Benefits of Consolidating your HSA Funds
Are your HSA accounts a hassle to manage? You're not alone. Juggling multiple health savings accounts often falls to the...
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Rethinking Retirement: Why Your Investment Journey Isn't Over
Let’s consider a topic that’s crucial for those nearing or already enjoying retirement: managing your investments post...
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Questions Answered: Recession, Rate Cuts, and Election Impact
Today, we're tackling three pressing questions submitted by our clients, and I'm excited to provide you with some rapid...
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Summer's Coming: Are You Protected?
As the summer months approach, so does the scorching Florida sun and pesky bugs. But beyond sunscreen and bug spray, let...
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Unconventional Wisdom: Rethinking Social Security Benefits Strategy
Let's talk about Social Security benefits and why conventional wisdom might not always be your best bet. You've probably...
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Unveiling Financial Resilience: A Tale of Unexpected Fortunes
Today, I want to share an intriguing tale from a recent planning meeting that reaffirms the importance of meticulous...
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