Monthly Archives: October 2013

Are You Fiscally Fit? A Financial Check List to Share with Your Advisers

The summer is over, the kids are back in school, and just when you think you might have some time to relax, you ask yourself, “How on earth am I going accomplish all of my goals before year-end?”  Well, you are not alone.  I find that creating a checklist of ‘to do’ items is enormously helpful in accomplishing my goals, and emotionally satisfying as I knock items off my list.  With this in mind, I...
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