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Financial Planning Tips for 2014 – May

Time for a financial spring cleaning

Take a good look at your assets – is there money in an old account that should be moved? Do you have money in a low-interest savings account that could be put to better use? Make sure you have a well-thought out financial plan and you are maximizing savings for retirement.

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Monthly Financial Planning Tips for 2014 - May


Here’s Cathy on Fox 4 Good Day in Dallas discussing ways to get financially fit in 2014.


See the entire list of Financial Planning Tips for 2014

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Of course, budgeting, financial planning, and retirement planning should be much more than a “New Year’s Resolution”, it should be a way of life. If you are serious about securing the financial future of you and your family, we are here to help. To schedule an appointment, please call us at 866-904-4700 today!


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