Financial Planning
Financial planning can have an array of different meanings. No matter what phase you are currently in, I will meet you where you are at and focus on strategies that will help fulfill your long term financial goal. Together, we will discover your ultimate goals and implement a blueprint. Areas that are taken into consideration include:
Budgeting and managing debt
Financial and net worth goals
Investment and risk tolerance
Risk management and insurance alignment
Retirement income strategies
Legacy desires and estate planning
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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