It can be a fair bit of money, so you want to do the best you can with it. Where should you keep it, and how should you be treating it?

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There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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The key to your financial success begins with managing the money you have.

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Your Net Worth is the clearest measure of your financial health and financial progress. It will reveal hidden traps and problems, or show you that, even if you're feeling some financial pressures, you're in good shape!

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Do you have mortgage life insurance? You might not be aware of the hidden dangers of these policies. Join us to hear some tragic and sobering tales, and what you can do to protect yourself!

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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How can you be confident about your Financial Security? We show you how to put the essential components in place to ensure your family's financial way of life is on solid ground, no matter what comes your way.

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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It's a simple question that most people can't answer. We'll look at how to figure out how much you should be saving to reach all of YOUR financial goals.

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Saving for a your child's education can seem complicated, and invokes feelings of guilt or anxiety in many parents. We de-mystify and simplify what you can do for your child's education--guilt free!

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

What is a financial plan, and do you need one? What does it look like, and what does it do?

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

Should you work with a financial advisor? It's not essential, and there are certainly many ways to 'do it yourself'. How to assess if you might want to work with an advisor, and how to do it well!

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

What does it take to buy and own a home? We'll look at the ins and outs of down payments, mortgages, and the joys and challenges of home ownership. And most of all--how not to make yourself 'house poor'!

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe