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Tag: financial plan

Happy New Year!!

New Year, New Energy: A Letter to Moms Building Wealth and Confidence #happynewyear #wealth #buildwealth #vision #dreams #confidence Hey there, fabulous moms and unstoppable women! Can you believe it? A whole new year stretches before us like a crisp, blank journal waiting to be filled with our adventures, victories, lessons, and dreams. Let me be the first to say it: you are amazing for showing up, day...

Rediscovering Yourself

A Journey of Self-Discovery and Empowerment Rediscovering Yourself as a New Baby Boomer Mom: A Journey of Self-Discovery and Empowerment Becoming a mom is one of the most profound and life-changing experiences, and for many women, it can also be a time of significant personal transformation. As a new baby boomer mom, you are at a unique crossroads in life, balancing the joys and challenges of...
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How to create a will and estate plan

What is an Estate Plan? An estate plan is a legal document that outlines your wishes for your assets after you die. It includes your...

How to Deal with Unexpected Financial Setbacks

How to Deal with Unexpected Financial Setbacks Life is full of unexpected surprises, and sometimes those surprises can be financial. Whether you lose your job,...

How to Create a Financial Plan for Your Family

A financial plan is a roadmap for your financial future. It helps you set goals, track your progress, and make decisions about your money....