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What Matters / Topic / Planning

Planning

In our planning process, a key question is: ‘ Does this support the life you're trying to create?’
This blog is my take on living into my values.

Topics

  • Planning (4)
  • Living (4)

Authors

  • John Mortola (2)
  • Laurie Adams (6)
It's called the Secure Act

Planning

It's called the Secure Act

Making your retirement better

Laurie Adams

Laurie Adams

09/05/2023

Are you taking the best possible care of your 401k/403b?

Planning

Are you taking the best possible care of your 401k/403b?

Laurie Adams

Laurie Adams

06/12/2023

Do you have a current Estate Plan?  If not, put this project on your priority list.

Planning

Do you have a current Estate Plan? If not, put this project on your priority list.

Laurie Adams

Laurie Adams

05/31/2023

What is your Money Story?

Planning

What is your Money Story?

Laurie Adams

Laurie Adams

05/18/2023

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