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Investing with Intention

Are you intentional with your saving and investing strategy? This question is relevant because investing is a critical tool that allows us to achieve our goals and objectives, so we ought to have a plan to ensure the application of our resources in a manner that aligns with our values and enables the attainment of our goals. Intentional investing means crafting a deliberate philosophy and sticking to it. Good investors will want to develop what is called an Investment Policy Statement (IPS) to help guide their decision making along the way. The IPS will remind them of their “why” and a good IPS will save lots of heartache along the way.

Investing
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Managing Your Money with Intention

If you’re like most people, the idea of budgeting has become an exercise in futility. Maybe you’ve never had a budget but recognize that to be intentional with your life, understanding where your money is going is a necessary evil. Perhaps you already have a budget and are the type of person who enjoys tracking expenses, and building spreadsheets, but it takes up too much time, and wish you could find an easier solution. In either scenario, mastering your budget is a must if you want to be intentional with your finances.

Budgeting
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Live a Life of Intention

Living with intention means being deliberate with how we create our lives. It’s about first and foremost knowing what’s important to us and always keeping that in the forefront of our minds when we choose how we want to spend our time, our money, and our talents. Throughout our lives, we will undoubtedly have experiences that will take us off track and set us back from reaching our goals. However, if we are intentional about how we want to live our lives, it’s easier to refocus our efforts and recommit to what’s important. Find out How to be intentional with your life...

Insights
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Using a Bucket Strategy to Manage a Trust Account

As a trustee you are legally obligated to act in the interest of your beneficiary, and one day you may be called to prove the decisions you made were the right ones. So how should a trustee approach the investment and distribution decisions for the trust assets? This is where using a bucket strategy can provide an attractive structure in demonstrating a sound approach. It is also the simplest way to manage the distributions from the trust for the beneficiary.

Special Needs Estate Planning Investing
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Stop Looking Through a Soda Straw: Investing for the Long Haul

Don’t avoid stocks.  Stocks are the only way you can earn enough on your investment to counter the deleterious effect of inflation. Most importantly, stop looking through the soda straw and acknowledge that the market will continue to go up and down in the short-run.  If you take a long-term outlook on investing you will understand that you must stay in the market to take advantage of market returns.

Investing
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Consider a Health Savings Account

For most families, there might not be a more important topic than healthcare. In the financial planning world a Health Savings Account happens to also be one of the most powerful savings tools out there. If you have access to a HSA, you may want to consider it.

Insurance Saving