Tag Archives: leisure

Personalized Pension Plan: life-choices, mandates

Twenty years I’ve advised, and ten years I’ve offered public and virtual seminars on getting the most Life from the value in your Pension Plan.  What are your Choices?  How do you optimize Value for the Life you want?  Would you dare ponder how to personalize a pension that seems to promise...
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What if the Future were Taken Away?

It’s an open question.  Thinking of this together may be more valuable than anything we could write about it.  Realizing how the future could slip away, or Lifestyle and Comforts can disappear, we can also today find how to protect our future and the life we want.

Jot on a piece of paper...

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Opening New Financial Pathways for LIFE

It took courage to walk but we did it. It took courage to fly but we’ve done that too. Two weeks’ vacation can be a challenge these days but even this we can manage. What’s holding you back from new steps you want to achieve in your personal life, financial success, and...
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Young Professionals want Financial Planning

Young professionals get to the heart of things quickly.  So I welcome you to dive in exactly where this interests you.  Also share freely with ten others who will be grateful for your help.   What do you want? ....to start let's build wealth, avoid high risks, slash debts, achieve lasting goals,...
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