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Fred Waller, EA, CFP®

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.