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Time to tick off a few boxes on your Financial To Do List:

  • It’s vital to teach kids how to manage money. This article is a great way to begin:


  • Want to switch the dynamic and stop feeling like your money is controlling you? Here are a few steps you can take to turn that around and put you in the driver’s seat.

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Taking Inventory – it’s a good idea to review your financial goals on a periodic basis. Or if you haven’t determined them yet, there’s no time like the present to get started. When developing financial goals, make sure they’re S.M.A.R.T. 

  • Specific
  • Measureable
  • Attainable
  • Relevent
  • Timely

Whether you need help in goal-setting or your goals simply need a bit of tweaking, give us a call.

We’re here to help!