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Budgeting

6 Steps to Create a Budget that Works for You

Life is busy! Between managing your career, keeping up with your children’s activities, and nurturing your marriage, there’s often little time left to think about money. Without a budget that works, life can feel like a constant game of catch-up—leaving you worried about the next unexpected bill or how to afford your family’s needs without

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Mastering Money Mindsets

Bridging Generational Gaps with Timeless Money Wisdom   Managing money is about more than numbers—it’s deeply tied to emotions, values, and life experiences that shape how we view financial success. Each generation faces unique economic challenges that influence their financial habits, decisions, and overall approach to wealth management. I was recently asked to present an

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