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Tag: financial plan

How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations
July 22, 2020in Articles0by admin

How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations

Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…

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Investments: A Piece of Your Overall Financial Plan
July 22, 2020in Articles, Investing0by admin

Investments: A Piece of Your Overall Financial Plan

What are the investments? An investment is something purchased with the aim of increasing its value or earning interest on it over time. The money you use for the purchase…

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August 23, 2019in Articles0by admin

Investments: A Piece of Your Overall Financial Plan

What are investments? An investment is something purchased with the aim of increasing its value or earning interest on it over time. The money you use for the purchase is…

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July 31, 2019in Articles0by admin

How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations

Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…

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Income vs. Cash Flow
March 15, 2018in Articles, Press0by admin

Income vs. Cash Flow

Income vs Cash Flow in Retirement What is the difference between income and cash flow? Cash flow and income are not the same thing, although people sometimes use the terms…

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August 11, 2016in Business, Investing0by admin

CPA Magazine article: The secrets to his success

Although coming from modest beginnings, Michael Lee-Chin has learned a thing or two about building wealth — and also how to weather a financial storm. Michael Lee-Chin shouldn’t have been…

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