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Allow our words to help guide your financial journey

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I fully appreciate how much industry jargon there is in the financial world, so I do my best to not use it. Finances are confusing enough in plain English right?! However, when talking to a client this week, I accidentally used a jargon phrase and was asked to stop and clarify. The phrase was “clipping […]

Client Question: Clipping Coupons

February 29, 2024

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