Posts tagged build wealth
5 Steps To Build Wealth Without Comprising Your Values

I’ve been pretty clear over the last year that my focus is helping parents build wealth in alignment with personal and spiritual values, but that is still pretty abstract.  This article explains how to actually build wealth without compromising your values.

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How Much is Enough?

What is “enough” in financial terms? Is it a million dollars? $3 million? More?

Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.

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5 Ways to Build Wealth (Even as a Perfectionist)

Perfectionism is both a blessing and a curse. Money is only one measure of wealth. To build wealth as a perfectionist, you need a slightly different set of tools than everyone else.  

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