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  • The 7 Costly Mistakes People Make with Their Money (Mistake #4)

    While many people have a game plan for “saving and investing” money (it’s called the “accumulation phase” of life), those same folks do not have a game plan for “using and enjoying” it (the “spending phase”). It can happen to any of us: we work and worry ourselves sick about stockpiling more and more hay, and for what? To...

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  • The 7 Costly Mistakes People Make with Their Money (Mistake # 3)

    There once lived a farmer, who was well-known in the small community in which he and his wife lived. To the rest of the farming community, the farmer was doing well. But he knew better. He, along with his wife, had spent money they didn’t have, to buy things they really didn’t need, only in an attempt to impress...

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  • The 7 Costly Mistakes People Make with Their Money (Mistake # 2)

    Mistake #2: Walking by Blind Faith The date: October 9, 2007. The Dow is at an all-time high: 14,164. Frustrated with low CD rates, Joe Lunchbox (who considers himself conservative – a saver) is one unhappy camper. Over the years, ole’ Joe enjoyed decent interest rates from his FDIC bank products, but on this particular day, a chance encounter...

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  • The 7 Costly Mistakes People Make with Their Money (Mistake # 1)

    Mistake #1: Paying Taxes on the Same Dollar More than Once It has been said that great mastermind, Albert Einstein, once referred to compound interest as the “eighth wonder of the world.” If that’s true, then obviously ole’ Albert never lived under our nation’s present tax system. You see, in the U.S. of A., we are guided by what...

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  • Work Hard (But Just Slow Down)

    “There’s a difference between ‘hard work’ and ‘working hard.’ One requires lots of energy; the other, lots of passion.” ~ Tony Walker, Registered Investment Advisor and financial author Americans all seem to strive for that perfect “work-life” balance. We work because that is our calling in life. And the fruits of our labor are a day’s wages so we...

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