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The biggest asset we have is time if we take advantage of it. We tell ourselves that things can wait or I will get to that next week. Then, weeks go by and we still did not do what we said we would.   Someone might say, when I lose some weight then I will start to exercise. Or think, when I get a raise, I will start to save. When I get some overtime, I’ll plan a vacation. After I work 80 hours, I’ll spend some time with my family. The time that is wasted we can never get back

Every individual is unique and their retirement plan should be designed to meet that person’s specific needs. Friends and family might try to be helpful by making recommendations or sharing what they did, but what works for one person may not work for another. Recently, I had the opportunity to speak with members of the community who attended our Business Seminar and Retirement Planning Seminars. I enjoyed the conversations and questions they asked but was surprised by the tr

As we get older, we start to think about retirement and what it will look like for us. Our first thoughts are about the daily grind we put our bodies through for so long. Then we start to think about daily life – sleep a little longer, start to exercise, fix the house up, plan a vacation, make it to happy hour and spend more time with the family. All great thoughts until life takes an unexpected turn. I had the pleasure of speaking at Town Square recently, an adult day care c

Part of everyday life is planning. We decide when to wake up, what to eat, the route to take to work and who we might call or text. Even...

Part of one’s journey to succeed at something is seeking out someone who achieved what you are working to accomplish. Asking them to...

Starting or expanding a business is all about having the right team to make your vision come to life. Hiring people that are enthusiastic...

In 1789 Benjamin Franklin said his infamous words, “Nothing is certain except death and taxes.” The reality is that we all pay taxes, and...

Every successful business owner I’ve dealt with over the years would always get a second opinion. That opinion could be a legal matter, a...

Retirement planning is like a game of chess. Think of a married couple as the king and queen, while their assets are chess pieces on the...

There is more than one option in estate planning to transfer your assets to your next of kin. It is important to know what those options...

When planning for retirement, it is critical to have an experienced financial advisor on your side. Kevin Duffy CPA, CFP, CFF has over 35...