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Tag: Financial Goals

You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success.

Setting Micro (Financial) Goals At The Start of the Year

Happy 2023! The first quarter of the year is an excellent time to slow down and reconnect or reevaluate your financial goals. The whirlwind of the holidays has slowed, and the initial rush of resolutions and new year busyness has reached a more manageable pace by the end of January.