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How You Can Succeed Like a Pro in 2020

I thought you may be interested to know how an experienced (25-years) financial planning professional goes about planning for financial success in the New Year. MY GOAL - Live a balanced lifestyle, enjoying life today while saving for an uncertain…
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How I Raised My Kids to be Financially Successful at Their Expense

      Did you raise your kids to be prudent spenders and good savers of money? After a slow start, I turned it around and can see the changes in my kids. It's not too late for you to do the same for your kids. It's much easier…
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Is Financial Wellness Within Your Reach?

Financial Wellness means different things to different people. When surveyed some of the answers to "What is necessary for me to take the next step toward financial wellness": Getting rid of my credit card balance Not living paycheck…
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Habits of the Wealthy! 20 Things The Rich Do Every Day.

 Habits of the Wealthy! It turns out that habits of wealthy people tend to create positive, pro-active habits that lead to their success. I have often spoke with clients about living their life in a proactive way rather than reactive. Believe…
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Stash of Cash

Cash is Still King! When it comes to your finances, nothing gives you peace of mind like having a large stash of cash. I'm not talking about a few hundred or a few thousand, but rather a minimum of ten thousand and more than twenty thousand. …
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How Budgeting Strengthens My Marriage!

I have been preaching this to anyone that would listen: Budgeting and managing your monthly marital cash flow is not only the key to financial success, but also one of the keys to a happy marriage. Over the past fifteen years, I've helped develop…
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How Chasing Possessions is Dangerous to Your Wealth

The Big Lie is that creating a higher standard of living (over spending) leads to a higher quality of life. Having more money or nicer things allows you to pay for nicer things and borrow more money, but doesn't mean you will have a better…
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Our Story

My wife, Soni, and I celebrated 23 years of marriage recently and I thought I would share what some of the key financial decisions we made along the way and the impact they had on our family. The themes are consistent: Figure out what is…
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Glen Ellyn as Seen By a High School Senior - 4 Ways to become Wealthier

For the past six weeks, Glenbard West senior, Dean Harnboonzong has been coming to my office twice a week as part of his Career Internship Class.  He has an interest in learning about financial planning and I challenged him to write an article…