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How to Get Goals Back on Track

Man is happy getting his goals back on track.

What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!

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5 Reasons to Set Goals

Man setting goal ahead of him on rocks

In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.

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Values in Action – Financial Freedom Tips

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Annuities – What You Need To Know (Video)

Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

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