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Protection & Why It Matters

It is easy to overlook proper protection as it relates to wealth planning. Although often overlooked, what I have found to be true over the years is that when provided with proper education, most people actually WANT to be properly protected....often times they just don't know what or how to do it.

Why Liquid Savings Matter

The first place we should save is where we have access to the money. Often times it becomes easy to fund retirement accounts that we do not have access to for another 30 years prior to building up a sufficient amount of liquidity on our balance sheets.


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