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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
financialliteracy
by Matt Ward
Financial Planning
Budgeting CFP CPA financial literacy financial planning money Saving
March 13, 2025
5 likes

A Home of Financial Literacy

A Home of Financial Literacy Building a foundation of financial literacy starting from a young age is key to setting your child up for financial success. The question is how do we do it? Especially if

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expecting
by Matt Ward
Financial Planning
529 plan Emergency Fund Financial Goals financial planning investing Saving
December 23, 2024
108 likes

Financially Planning When You’re Expecting

Financially Planning When You’re Expecting Introduction There is no doubt that starting a family is one of the most radical changes that can happen in a lifetime. Children affect not only your social

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saving
by Matt Ward
Financial Planning
bonds Financial Goals financial planning investing money Saving stock market stocks
December 23, 2024
105 likes

Saving For Multiple Goals

Saving For Multiple Goals If you are dreaming of buying your dream home, traveling the world, or funding your kids through their education, then how do you even begin to save for all these goals? How

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lifestyle creep
by Matt Ward
Financial Planning
behavioral finance CFP CPA finance investing lifestyle inflation Saving
October 7, 2024
63 likes

The Quiet Rise Of Lifestyle Creep

The Quiet Rise Of Lifestyle Creep Research from 2023 concluded that 36% of Americans earning $200k or more and 48% earning $100k or more are living paycheck to paycheck. This begs the question of why

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2
by Matt Ward
Financial Planning
CFP CPA finance investing retirement Saving traditional vs roth ira
September 30, 2024
51 likes

A Great Debate: Traditional IRA vs. Roth IRA

A Great Debate: Traditional IRA vs. Roth IRA Choosing between retirement accounts is a decision that affects your financial future, even though it may seem like no one gives much thought to the choice

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couple-saving-in-their-30s
by Matt Ward
Financial Planning
30s compound interest investing Saving
July 31, 2020
106 likes

Saving in your 30s

Save early and save often. We’ve heard this. Compound interest and time are our greatest attribute. But how much should we actually save? Well, this depends on your lifestyle goal. For instance, an in

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