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Tag: investment strategy

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What’s a Financial Plan?

May 7, 2020May 20, 2020by Maureen.Wright2 Comments on What’s a Financial Plan?
What’s a Financial Plan?

Growing up I wanted to be either an interior or fashion designer. My love for interior design was sparked by hours of watching Trading Spaces after school, creating floor plans for my childhood bedroom, and building custom houses on The Sims (anyone else!?) My love for fashion design was inspired by my mother making my [...]

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What’s a Taxable Account?

December 2, 2019March 22, 2020by Maureen.Wright9 Comments on What’s a Taxable Account?
What’s a Taxable Account?

Have you heard the term taxable account before? If not taxable account, perhaps you've heard it referred to as a brokerage account or investment account. Through my client interactions, I've learned that this is not a well known investing term but nonetheless an important term to understand. Especially for those of you looking to accumulate [...]

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