Tag: financial planning

A close up of some yellow and purple flowers
Investing
Lia Bertelson

2020 Bear Market

You woke up today to headlines that market futures fell overnight, and we are seeing another big drop so far today. You may be wondering

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A woman wearing glasses and clapping her hands.
Cash Flow and Budgeting
Lia Bertelson

Let’s talk about the B-word

…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to

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