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How To Hit Your Savings Goals

by John Augustin on Dec 27, 2021

Savings
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track.

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

by John Augustin on Dec 20, 2021

Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time planning her future, she also had everything in place to save and manage her money tax efficiently, and she still owned the individual disability policy she has had since residency.

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

by John Augustin on Dec 15, 2021

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead.