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Unless – Monday Morning Motivation

Where are you leaning on “unless” to avoid commitment?

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Why Peaks Aren’t Cliffs (in the Stock Market)

The stock market is nearing another all-time high. Does that mean we are headed for a fall? Unlikely. Read on to find out why not!

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Monday Morning Motivation – Closure

Where are you putting off closure in your life?

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Is a Health Plan with an HSA Right for Me?

Today we discuss what to consider when deciding if a health plan with an HSA is a viable option for you. Watch (or read) to find out more!

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Monday Morning Motivation – Flexibility

How can you improve your mental flexibility?

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How does a financial advisor get paid?

Today we dive into the 3 common fee structures that financial advisors use. Here we clarify commission-based, fee-only, and fee-based methods—so you can choose wisely.

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Monday Morning Motivation – Tolerance

Are you embracing tolerance in your life?

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Charitable Giving – How Tax Benefits Vary

Today we dive into the most common types of charitable giving—and the tax implications for each. Read on to find out more!

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Monday Morning Motivation – Things

Are you focusing too much on the things?

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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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