How to Become Financially Independent

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How to Become Financially Independent

Join us for this month's educational presentation on planning to make work optional (and keep it that way)! We will review the tools and planning solutions you can use today to help you reach and maintain financial independence. Watch the recording here.

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Additional Online Resources

Sticker Shock over the Current Year’s Assessed Home Value?

Sticker Shock over the Current Year’s Assessed Home Value?

Every year, homeowners receive notice from the county about their home’s assessed value. It’s usually filed away and we don’t pay much attention to it. Lately though, many people are experiencing sticker shock when they see how much their home has increased in value from 2021 to 2022. You can use this as your annual reminder to do these two things.

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Do Luxury Cars Need an Active Warranty?

Do Luxury Cars Need an Active Warranty?

If you own a luxury car, do you need to have an active warranty on it? Whether you’re in the market for an exotic sports car or are simply curious about this topic, read on for the pros and cons of an active warranty.

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