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Lifestyle & Money, Budgeting & Financial Foundations Mike Heatwole, CFP®, AWMA® Lifestyle & Money, Budgeting & Financial Foundations Mike Heatwole, CFP®, AWMA®

Emotions and Finances: How to Stay Grounded in Retirement

Retirement should feel like a time to breathe easier, but market swings, political headlines, and rising prices can make financial decisions feel more emotional than ever. In this article, Mike explores common retirement fears and how a well-structured plan can help you stay grounded when uncertainty creeps in.

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Budgeting & Financial Foundations, Tax Planning Michael Hollis, CFP® Budgeting & Financial Foundations, Tax Planning Michael Hollis, CFP®

Starting a Business? Set Yourself up for Success

Starting a business is exciting, but success requires more than passion: it requires a clear financial foundation. From choosing the right business structure and paying yourself consistently to organizing cash flow and planning for taxes, understanding these core principles helps you make confident decisions, avoid surprises, and focus on growing your business with clarity and control.

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Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP® Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP®

Driving Financial Success: A Smart Way to Buy Your Next Car

Car buying can be an emotional and expensive decision. This guide shows you how to avoid common mistakes, understand depreciation, and buy a quality used car without draining your finances. Learn why paying in cash, planning ahead, and knowing your budget can help you make a smarter, more strategic purchase.

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