Then... Growing up was a breeze for me- I always had everything I ever wanted. My parents moved to America from Europe to pursue the "Great American Dream." When they were not much older than me, they had a family, a house, a business and money in the bank. Money never seemed to be an…
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Remodel Or Move?
WITH THE STABLE ECONOMY AND low interest rates this is a question on many minds of many. There are pros and cons to both- and here are a few to think about as you consider your next steps. First and foremost, know that moving is hard work and can be costly. Begin by asking yourself:…
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How Do You Define “Financial Responsibility?”
After doing this for more than 3 decades, I've had the pleasure of meeting thousands of wonderful people that span 2, 3 and 4 generations of the same family. Many times, the issues of "intergenerational planning" come up: the act of financial planning that spans multi-generations in the same family. You'd be surprised (or maybe…
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On Reducing Debt:
WHILE MR. CLITHEROE MAY POINT TO THE OBVIOUS, the fact is that in America today, paying for purchases usually happens after, not during the purchase. Debt is unfortunately rampant in today's world, sometimes because of necessity, and many times, by confusing the terms "want" and "need." When meeting with all our clients, one of the…
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