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Monday Morning Motivation – Believe

Life Insurance: How Much Do I Need?

How much life insurance do you actually need? Just enough to provide security and peace of mind for your family! Read on to learn 3 methods to find this number.

Read More about Life Insurance: How Much Do I Need?

Monday Morning Motivation – Moment

Are you taking the time to enjoy the moment?

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Your Prescription to Cure the “Down Market” Blues

The recent market correction has left many investors LITERALLY feeling ill. There’s ONLY one prescription for this sickness. Read on if you would like the cure!

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Monday Morning Motivation – Value

Where do you provide unique value?

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Having the Will and Trust to plan your Estate – Making sure the pieces are in place!

Today we dive into the basic elements of estate planning (wills, trusts, and more). Read on to learn how to get started!

Read More about Having the Will and Trust to plan your Estate – Making sure the pieces are in place!

Monday Morning Motivation – Purpose

Take an hour of your time this evening or tomorrow morning to define your purpose.

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Capital Gains Tax: Think Creatively When Selling an Investment Property!

Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!

Read More about Capital Gains Tax: Think Creatively When Selling an Investment Property!

Monday Morning Motivation – Creative

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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.

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