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Monday Morning Motivation – Acknowledgment

Have you come to understand the power of acknowledgement?

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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 – Philosophy

Is your philosophy of life focused on helping others learn, grow and live a better life?

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Charitable Giving, Part 2 – Advanced Strategies

Today we dive into a few advanced strategies for charitable giving—and the tax implications for each. Read on to find out more!

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Monday Morning Motivation – Instinct

Are you aware of where your instincts may be steering you wrong?

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What does a financial planner do?

Learn how a financial planner assesses your situation and then makes, implements, and adjusts a financial plan to reach your long-term goals!

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Monday Morning Motivation – Confidence

Are you able to remain both confident and humble?

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Put a Shine on your Credit Score: How to Build Credit!

Today we cover 6 ways you can improve your credit score! Your credit score is a window into your financial reputation—and can impact your life in surprising ways.

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Monday Morning Motivation – Perspective

Are you looking at things from a broader perspective?

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JOIN OUR MAILING LIST

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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