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Bucket 2: Personal Escrow Fund
Flat tire on your way to work? Chip a tooth while playing with the kids? Fido needs emergency surgery? They’re not pleasant, but these types of emergencies happen to everyone.
Flat tire on your way to work? Chip a tooth while playing with the kids? Fido needs emergency surgery? They’re not pleasant, but these types of emergencies happen to everyone.
If you lost your job tomorrow, what could you cut from your budget and what could you not live without?
Hunger doesn’t take holidays off. And neither do the people who work tirelessly to make a difference in our community.
Have you been procrastinating on building your retirement fund?
When thinking about your retirement, it’s okay to dream big. In fact, it’s encouraged! But remember, big dreams require big plans.
No one likes being late on their insurance premium payments. The hassle of late fees or a potential lapse in coverage are a pain to deal with and correct. That’s why most of us try to
Costs for a long-term care event can range from $8,000-12,000 per month, and pose the #1 threat to a well-planned retirement. Make sure you’re getting the most from your coverage with these three tips from Traci.
When you’re talking about investment risk, most people picture market fluctuation. People with low risk tolerance might be more prone to pursue income-focused investments (as opposed to growth-focused investments) in order to avoid as much market
Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of
