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Glass Buildings

Popular topics

Getting Fiscally Fit

  • Basic principles of cash management

  • Roadblocks to financial success

  • Accumulating wealth

  • The importance of having a financial blueprint

  • Locating & maximizing discretionary income

Exploring Your Options for a Quality Retirement

  • Looking at your options at distribution time from a company retirement plan

  • Understand the impact of erosion through inflation & taxation

  • Proper steps in reviewing 401K performance

  • Why plan design is critical

Getting Your Financial House in Order

  • What is "debt roll down" and how it works for the average consumer buried in debt

  • Different financial tactics to pay down or pay off your home mortgage early

  • How to use your tax refund to possibly eliminate debt

  • The pros and cons of the bi-weekly mortgage

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