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When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary.

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What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever.

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#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health.

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Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses.

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The #NewYear is here and 34% of #resolutions are financial-related. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.

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How do you know if your #investments are any good? Here’s the thing: #money doesn’t come with instructions. Creating and maintaining a strong #portfolio takes a lot of research and review.

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#BritneySpears was very young when she hit fame and created a large amount of fortune. Her long running battle to reclaim financial control spurred the fans group called “The #FreeBritney Movement.”

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Let's kick your year off with a simple financial approach designed to last the year!

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What can we learn from Celebrity money mistakes? Willie Nelson taught us this: Don't Mess with the IRS!

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What can we learn from Celebrity money mistakes? Prince taught us this: Have a Will!

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Wild swings in the market frequently lead to the biggest mistake that people make with their investments - they let their emotions rule their judgment.

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Oprah says, “I've learned that yes, wealth is a tool that gives you choices, but it can't compensate for a life not fully lived, and it certainly can't create a sense of peace within you.” 

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Here’s the thing: money doesn’t come with instructions. You need a path. You need a strategy.

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What can we learn from celebrity money mistakes? Have an updated will.

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What’s your money philosophy? We design holistic, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime.

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What can we learn from celebrity money mistakes? Be careful who you trust when it comes to your financial planning.

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Investing mistakes can get magnified in times of market volatility and one major mistake people make is trying to time the market.

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What can we learn from celebrity money mistakes? Finish your estate planning. Jackie O has an eternal legacy of style. Unfortunately, her style was better than her estate planning.

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Oprah says: “Do my things promote joy, beauty, and usefulness or are they just burdensome? I have decided to keep only that which delights me or enhances my well-being.”

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Did you know that old Rudolph was secretly teaching you life and financial lessons? The holiday classic teaches us that following your dreams can be tough, especially if what you want is not what others expect of you.

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Did you know that even Christmas movies are layered with financial lessons? Money doesn't buy you happiness, and there is great importance to generosity and giving back

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Believe it or not, even The Grinch was teaching a few money lessons in this Christmas movie.

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Financial lessons are all around us, even in holiday movies! National Lampoon’s “A Christmas Vacation” teaches us that managing your money well can help you have a wonderful holiday season!

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Let's kick your year off with a simple financial approach designed to last the year!

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