26
March

Loss of a Spouse – 3 Financial Mistakes to Avoid

Losing a spouse is undeniably one of life’s most emotionally challenging experiences. Amidst the grief and heartache, it’s crucial to navigate financial decisions wisely. As a Certified Financial Planner, I’ve seen firsthand how certain mistakes can compound the emotional pain of this loss. In this article, we’ll explore three common financial pitfalls to avoid during…

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1
December

Your Questions Answered – November 2023

We put “Haider in the Hot Seat” to answer the questions you are asking! Here are the questions we answered this month. Follow along on Facebook, Instagram, or LinkedIn to watch “Haider in the Hot Seat” every Friday! Do you have a question you want answered? Comment below or on any of our social media…

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27
October

101 Questions to Ask During the College Search

Oct 19, 2023 / By Lynn O’Shaughnessy Roughly a third of students attending college end up transferring, often because the student and their parents didn’t do their due diligence. Offer clients this list of questions they can use to better understand the institutions their child is considering. If you have clients with kids heading soon to college,…

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19
July

Haider’s Hits: Summer 2023

6 Steps to Feel Financially Secure for Retirement Hello and welcome to the Summer edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with Purpose. It’s summertime – The sun’s out and you’re about to leave for vacation! If you’re like me, whether it’s…

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30
June

Your Questions Answered – June 2023

We put “Haider in the Hot Seat” to answer the questions you are asking! Here are the questions we answered this month. Follow along on Facebook, Instagram, or LinkedIn to watch “Haider in the Hot Seat” every Friday! Do you have a question you want answered? Comment below or on any of our social media…

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2
December

Haider’s Hits: Winter 2022

Look Out Below??? Hello and welcome to the Winter edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with Purpose. Winter is coming. Game of Thrones fans will recognize that line as the motto of one of the families in in the show who…

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25
October

The Bless It On Story

Did you receive a Bless It On Card? Click Here I want to share a story with you that deeply impacted me.  It’s about an encounter that Houston Kraft, author of Deep Kindness, had with a woman named Helga as they were sitting together on an airplane they just boarded. She had hair that curled…

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13
June

Haider’s Hits: Summer 2022

3 Essentials to Survive a Recession Hello and welcome to the Summer edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with Purpose.. If you’ve been watching the news lately, it can seem like the word recession comes up in every other sentence, especially…

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16
April

Haider’s Hits: The 4 Smartest Things to Do With Your Tax Refund

Hello and welcome to the Spring edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with Purpose. Real quick, here’s what we’re watching in the markets right now: Now it’s that time of year again where all of us are either writing a big…

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28
March

Retirement Plans for Self-Employed People

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and even cost efficient. However, many companies with significant investments in their office buildings and campuses are not likely to want their employees to keep working…

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