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Money Management

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Money Management - Why Does it Matter?

Money Management - Why Does it Matter?

One of the keys to a sound financial strategy is spending less than you take in. A sound 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.

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Learn more about investments and how to make them work for you. Education will empower you to make better decisions with your money!

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Money Management & Insurance Planning

Insurance transfers the financial risk of life's events to an insurance company. In addition to helping protect your family from the financial consequences of those events, a sound insurance strategy can help transfer wealth to heirs as part of a comprehensive legacy strategy.  Insurance planning can include policies such as long-term care, life, and final expense among others.

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Money Management & Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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