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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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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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Insurance & Financial Protection Michael Hollis, CFP® Insurance & Financial Protection Michael Hollis, CFP®

Cybersecurity Best Practices: How We Protect Your Information Together

Data breaches and identity theft have become an unfortunate part of the digital landscape. With billions of dollars lost annually, it’s more important than ever to be vigilant. Discover how The Dala Group prioritizes cybersecurity and see the steps you can take to keep your information secure.

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Estate & Legacy Planning Michael Hollis, CFP® Estate & Legacy Planning Michael Hollis, CFP®

Will vs. Trust: Crafting Your Perfect Legacy Plan

When it comes to estate planning, two key documents typically rise to the forefront: wills and trusts. Understanding the differences between them can be essential for ensuring your wishes are carried out smoothly and your loved ones are protected. Explore the distinctions between wills and trusts and discover which might be right for your unique situation.

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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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