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Reflecting on Your Life, Well Spent

Reflecting on Your Life, Well Spent

by Julia Chung | Dec 14, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.

Estate Planning is About Expressing Your Values

Estate Planning is About Expressing Your Values

by Julia Chung | Nov 16, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?

Building Community With Your Financial Plan

Building Community With Your Financial Plan

by Julia Chung | Oct 19, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.

Celebrating Your Own Success

Celebrating Your Own Success

by Julia Chung | Sep 21, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.

Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung

Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung

by Spring Plans | Jun 29, 2021 | Personal Finance, Personal Financial Planning, Retirement Planning

Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.

What Does Freedom Mean to You

What Does Freedom Mean to You

by Julia Chung | Jun 15, 2021 | Big Picture, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.

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