Read MoreYour money mindset is how you think about money in your life.
Over 70,000 pages of tax code and supporting documents - simplified in 5 easy steps.
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“I’m deeply concerned about the direction of our country and the economy.”
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There are two broad types of Assets - Savings & Investments
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Financial Excellence is a money philosophy first and foremost. It begins with the WHY - identifying your values, goals and life’s plan. But at the end of the day, we need to translate philosophy into everyday action. In other words… the WHAT to do.
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Some might say “There’s no such thing as good debt!”. Maybe we can agree that at least some debts are better than others. Not all debts are created equal yet many people make the mistake of treating all debts the same when they sit down to try to work through them.
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What we do with our money is a reflection of our values. Making financial decisions is easier when we have clearly defined values, principles, and goals. How money flows in your life - your cash flow pattern - might say a lot about why you are where you are financially speaking. This might be good or bad.
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I define Financial Excellence as “making financial decisions in alignment with your values, goals, and life’s plan. It is the perfect mean between your today’s and your tomorrows… life and legacy. The reward of this balance is self-esteem. The reward of that might be peaceful bliss and maybe even more happiness in your life.
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