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What The Heck Is A MEC?

by Darren Hardersen | There have been a number of recent articles in local media touting a “safe money” financial planning strategy involving what’s called a Modified Endowment Contract (MEC). A “MEC” is simply an overfunded life insurance contract that’s…
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What I’ll never stop saying

by Angie Carlson | I’ll say this again and again: Budgets alone are not responsible for your shared financial progress. In my experience, budgets are one of the main reasons couples who decide to start working with me spend less…
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Imagine having a plan that you can see

by Angie Carlson | Neither of you would choose anyone else to be married to.Neither of you thought the income you have was possible.Neither of you knew that financial stress could increase with income.It makes no sense that MORE money…
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You have a wonderful spouse and a fantastic household income.

by Angie Carlson | Yet, you’ve never felt as shaky or fearful about your money as you do now.  It’s on your mind before you can shut off your (first) alarm in the morning. It’s the last thing you think…
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December Budget Items to Remember

Amy Greene Ho! Ho! Ho! I hope you had a wonderful Thanksgiving Holiday and are jumping into December with both feet – ready to create a memorable holiday AND stay on track to reach your financial goals. I know I…
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From “We feel stuck and trapped” to “Our budget looks completely different!”

by Angie Carlson | These are the words from a couple that worked with me. When we started They decided then to do what most do not do. Invest in their future by hiring me as their coach to guide…
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Fear Factor: life insurance. Part Five: the fear of rejection.

This series of posts discusses the fears that prevent people from buying the life insurance they need. The fourth fear we will address is the fear of rejection. People don’t like to feel rejected. We like to feel validated and…
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Fear Factor: life insurance. Part Four: the fear of losing money.

Fear Factor: life insurance.Part Four: the fear of losing money. This series of posts discusses the fears that prevent people from buying the life insurance they need. The third fear we will address is the fear of losing money. Money…
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Giving Thanks

by Amy Greene | Gratitude has the power to change your life. Gratitude is a powerful force. Practicing gratitude can literally rewire your brain! Don’t believe me? Camp out on YouTube and learn how it works.​ I’m a firm believer that having an…
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Stop Forcing Your Budget To Do This

by Angie Carlson | How this unfolded still has me shocked. A lesson on trusting your spouse to have your best interest at heart, courtesy of my clients. A little backstory: ~ These clients have been making huge strides in…
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