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

Love and Money: Building Strong Relationships Through Financial Unity

Money isn’t just about dollars and cents; it’s a reflection of trust, communication, and shared goals in a relationship. Whether you’re overcoming past financial mistakes, aligning your spending habits, or setting long-term goals, the key is working as a team.

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Lifestyle & Money, Retirement Planning Mike Heatwole, CFP®, AWMA® Lifestyle & Money, Retirement Planning Mike Heatwole, CFP®, AWMA®

Why You Shouldn’t Make Financial Resolutions (And What to Do Instead)

At the start of a new year, it’s tempting to set financial resolutions, but they often fall short. Instead of vague resolutions, focus on setting value-driven goals that align with your long-term vision. Learn why defining actionable steps can lead to more meaningful and achievable results.

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