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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

Evaluating Funds for Your Portfolio: How to Choose Mutual Funds

While selecting the right mutual funds is important, the cornerstone of wealth-building lies in a disciplined, long-term investment approach. By starting early and investing consistently, you harness the power of compound growth, setting the stage for financial success. Diversifying through mutual funds can further enhance your investment strategy, making it more manageable and effective.

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

The 5 Habits of Millionaires

What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.

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Retirement Planning, Investing & Wealth Building Michael Hollis, CFP® Retirement Planning, Investing & Wealth Building Michael Hollis, CFP®

The Best Ways to Play Catch-Up

Feeling behind in savings is a common concern among our clients. Whether you're past 40 or 50, it's never too late to start getting your financial house in order. By increasing your income or decreasing expenses, you can create the margin needed to save more and work towards a secure financial future. Click here to learn more about how you can catch up on your savings

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

What Are Bonds and How Do They Work?

Dive into the world of bonds with our latest article, designed for the financially curious! Learn the essentials of bonds, from their basic definitions to practical applications, and understand the different types and features that make them a unique investment option. Whether you're looking for steady income or long-term growth, our comprehensive guide will help you confidently navigate the bond market. Discover more and see how bonds can fit into your financial strategy.

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Retirement Planning, Investing & Wealth Building Michael Hollis, CFP® Retirement Planning, Investing & Wealth Building Michael Hollis, CFP®

Can You Retire on One Million Dollars?

Saving $1,000,000 for retirement is an impressive achievement, but its purchasing power decreases over time. This amount might not be enough to live on unless you have minimal expenses or other income sources. Diversifying your income streams and boosting your savings rate can help ensure a more comfortable retirement. Read more to learn strategies for maximizing your retirement savings and income.

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