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Blog

Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.

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Sifting Through the Noise – June 2023

Stay Optimistic and Focusing on What Matters As we begin to transition seasons from spring to summer and excitement is in the air with warmer weather, high school and college… Read Article

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Words Are Powerful Tools For American Freedom – April/May 2023

The world seems crazy.  Fact.  But . . .  the world has always been crazy.  In different ways, for different reasons, but crazy.  And the more we focus on the… Read Article

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Exciting News & Real Life Questions – Real World Answers – April/May 2023

My Apologies – Kind Of You might notice that this edition of our newsletter is our April/May edition.  You might – quite rightfully – ask why two in one?  The… Read Article

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Words Are Powerful Tools For American Freedom – March 2023

I (Gene, that is) am as concerned/disgusted with Washington D.C. as are most of you.  I suspect the folks who are not concerned (or even approve of the politicians in… Read Article

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Real Life Questions – Real World Answers – March 2023

“I have about $100k in a fund bought in the ‘90s at $20 - $30 per share.  For the past several years it’s been hovering around $80 to $100 per… Read Article

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Invest in You – ‘Dance & Donate’ Helps Domestic Abuse Victims 2023

Once again, the Invest in You ladies have blown us away with their generosity—and this time, with their dance skills, too. We had fun doing Zumba together March 27, 2023.… Read Article

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Words Are Powerful Tools For American Freedom – February 2023

Mike Dooley is a very interesting writer and creator of Notes from the Universe.  While his style is very 21st century most of his thoughts are grounded in the Creator. … Read Article

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Real Life Questions – Real World Answers – February 2023

“I really like your show and this is my second question to you. I think the inheritance tax in PA is 15% for non-relatives. Can someone who is leaving their… Read Article

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Sifting Through the Noise – March 2023

Reflections As most of you already know, I joined the MtM family in January after about seven and half years with Fidelity Investments. In my short time so far, I… Read Article

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Words Are Powerful Tools For American Freedom – January 2023

Does this letter find you a little sad?  Maybe a little down?  Maybe feeling a little blue?  Depressed?  Discouraged?  Is it the winter blahs?  Not likely. It is likely the… Read Article

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