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Monday Morning Motivation – Faith

Is it time to renew your faith in something or someone?

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Know the Ins and Outs of Owning a Short-Term Vacation Rental

Are you seeking a gorgeous vacation home—that pays for itself? Today we dive into all the financial considerations of a vacation rental!

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Monday Morning Motivation – Vision

How To Maximize Your Tax-Loss Harvest

You want to be strategic in handling asset-value declines. Tune in today to learn how to offset capital-gains taxes by maximizing your tax-loss harvest!

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Monday Morning Motivation – Humor

Could you benefit from having more humor in your life?

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Diversification – Investing in 12 Pictures

Building and implementing diversified portfolios has worked exceptionally well for disciplined investors. Read on to learn more!

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Monday Morning Motivation – Adaptable

Are you underestimating the degree to which you are adaptable?

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Monday Morning Motivation – Momentum

Are you happy with the momentum in your life—or would you prefer to get connected with external forces that can help you get onto a better path?

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Earning CERTIFIED FINANCIAL PLANNER™ certification—and why it matters!

You know that a CFP™ is highly qualified, but what does it take to become one? Today we dive into the educational and ethical requirements!

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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