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Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50-04:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  [...]

8 Ways to Jump Start your Wealth in 2013

By |2017-05-09T22:11:41-04:00December 20th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

Here are my tips for a more positive, joyful and prosperous 2013. Reflect on your success in 2012.   Success begets success.  When you focus on the positive, you naturally create more.  Small wins keep you going, [...]

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