Financial Freedom

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Blog & Articles upon the "RETIREMENT".

FINANCIAL FREEDOM

Meeting your obligations without relying on a paycheck. Having sufficient enough balance income to cover your living expenses. It is not about being rich and

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LIFESTYLE PLANNING

Creating a lifestyle map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance

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BUSINESS TRANSITION PLANNING

Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. Every

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DEBT FREE

When you have no debt, your credit score and other indicators of financial health, such as debt-to-income ratio (DTI), tend to be very good. This

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Estate

An estate comprises all of an individual’s assets, including investments, land, cash, and possessions. Estate planning is the process and management of how assets will

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