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Jun 04 2019

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street.  As an investor and retirement saver, ... Read More

Written by Kemi Chavez · Categorized: Blog

May 01 2019

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you ... Read More

Written by Kemi Chavez · Categorized: Blog

Apr 29 2019

Yes, Young Growing Families Can Save & Invest

It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for the ... Read More

Written by Kemi Chavez · Categorized: Families, Millenials, Personal Finance

Jun 01 2018

Beware of Lifestyle Creep

Sometimes more money can mean more problems. “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the newly affluent are the most susceptible. As people establish ... Read More

Written by Kemi Chavez · Categorized: Families, Personal Finance

May 24 2018

Wealth Management with Memory Disorders

What steps can a family take? Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling. It may increase the risk of financial ... Read More

Written by Kemi Chavez · Categorized: Families, Retirement

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