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Retirement Planning

Retirement is the last phase of the Financial Lifecycle. It’s when you leave the formal work force and look to live life on your terms. While your retirement goals may look different from someone else’s, it’s something we must all prepare for.

Real Estate Aquisition

Finding the right home or property can be a task, whether you are looking to purchase or rent. With a home being one of the biggest investments you are likely to make, it’s important that you think things through carefully for this major financial move.

Investing

Investing means purchasing an asset that is expected to produce income or increase in value. It is different from saving, which is a short-term loan to a bank or other financial institution, often with minimal return prospects. While saving is typically safe, investing may require that you take on additional risk. However, this risk often justifies the expected returns. Generally, the higher the risk, the higher the returns

Budgeting

Do you know how much money you spent last week? What are your monthly expenses? How much have you set aside for savings? Having a budget will provide the answers to these questions and is a great tool for financial success.

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