So many of us start stressing out when change is coming. Even a change that people have looked forward to for decades, it’s still stressful to change course. Many people come into our office and are stressed about their upcoming retirement. Sometimes that stress is warranted, but often times it’s just the amount of unknown…

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Liquidity is a unique need, because it’s not about the future – it’s about now. Why you may need liquid assets: 1) Emergency Funds 2) Payoff Bills 3) Travel / Leisure 4) Be able to help family and friends 5) Be able to invest in something at a later date Often times people overestimate their…

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