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Blog

Person holding jar of coins with a 'savings' label
Chad Winn | Jan 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Stock-image
Chad Winn | Jan 10, 2024

New Home Financing Checklist

Estate Planning
Property
Finance
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
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Notebook containing dates with a pen
Chad Winn | Dec 15, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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Stock Image
Chad Winn | Dec 5, 2023

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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default blog image
Chad Winn | Dec 5, 2023

Infographic: The Importance of Financial Goals

Finance
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Planning
Chad Winn | Dec 1, 2023

7 Ways to Avoid Bankruptcy

Finance
Credit
In 2018, Americans’ debt hit $13 trillion, with the average American carrying more than $38,000 in debt – not including home mortgages. For many, debt is simply
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default blog image
Chad Winn | Nov 27, 2023

Managing Emotions and Expectations during Market Uncertainty

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is

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Savings
Chad Winn | Nov 16, 2023

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Finance
Chad Winn | Nov 16, 2023

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Yellow Volkswagen van on road in desert
Chad Winn | Nov 16, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Man reading newspaper next to laptop and phone
Chad Winn | Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Man cleaning floor in restaurant
Chad Winn | Oct 30, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Office

2960 N. Swan Rd, STE 216.
Tucson AZ 85712

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