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Monthly Archives: January 2018

The Importance of Financial Literacy

If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure. Are most people clueless about financial matters? … Continue reading

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Getting (Mentally) Prepared to Retire

A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these … Continue reading

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Tax Planning for the Self-Employed

For some, self-employment is the American dream. An opportunity to be your own boss, to maintain a flexible work schedule, and oh yes, to establish a lifelong relationship with your accountant and other financial professionals. While there’s plenty of upside … Continue reading

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How You Can Protect Your Investments from a Crash

Certified Financial Planner Stephen Rischall was featured once again on KNX 1070 In Depth Newsradio where he discussed the current situation of the stock market and whether we should be expecting a crash soon. Check out the live interview below … Continue reading

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SMART Goals for the New Year!

I called up my mom to say hello for the first time this year. We started talking about “resolutions”, and she brought up a good point that, “making a New Year’s resolution is just a promise that will be broken … Continue reading

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