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We regularly keep updating the content on this page and hope you find these posts useful and informative.

The 10 most common mistakes people are making with money Thumbnail

The 10 most common mistakes people are making with money

How confident are you that you’ve made all the right financial decisions? We often get asked what the mistakes people are making so our client’s can self-correct. Afterall, learning from other people’s failure is the best way to learn. So here are the Top 10 Mistakes people make with their finances

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6 Reasons to Keep Your TSP When You Retire Thumbnail

6 Reasons to Keep Your TSP When You Retire

he decision to roll over your TSP into another retirement account is a wholly personal matter but should be made only after analyzing the entirety of your financial picture. Moving your assets from a simple and cost-effective solution like the TSP to a more complex, and certainly more expensive broker or advisor managed account can have lasting effects on the return of your retirement savings.

Investing Retirement Military Federal Employees
Invest with Intention by Aligning Your Resources to Your Values Thumbnail

Invest with Intention by Aligning Your Resources to Your Values

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
Managing Your Money with Intention Thumbnail

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
4 Steps to Living a Life of Intention Thumbnail

4 Steps to Living 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...

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