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iThrive Ideas™

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Let Them Eat Cake

As financial planners, we have the opportunity to see all sorts of extremes when it comes to people’s finances. Is there really a way to "have your cake and eat it too"?

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Goal Setting During Financial Wellness Month

January is Financial Wellness month, but what does financial wellness mean to you? For some of us, it might mean getting a better grip on our budget. For others, it might just be about getting organized. Maybe for some, it’s about setting goals and establishing a plan to save towards those goals.

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