Financial Planning for Kids

Financial Planning for Kids

Recently, a prospective family was preparing for the birth of their first child.  They asked, “What should we be doing to prepare for a child...

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My Biggest Financial Mistake

My Biggest Financial Mistake

My Biggest Financial Mistake Growing up, I was a great saver.  I would save almost all the money I made. I had a natural inclination to put money...

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Is life passing you by?

Is life passing you by?

Is life passing you by? The Last Few Weeks The last couple of weeks has been a blur at Know My Plan... It's made us question if life is passing us...

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The Liquidity Crunch

The Liquidity Crunch

The Liquidity Crunch “I feel like all of my money is in IRS penalty and tax prison, and I can’t touch it.” – Executive in the Carolina’s with two...

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10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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