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Savvy Up!

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Dec 22, 2023

Welcome to Savvy Up, your guide to financial wisdom and life strategies.

Segment 1: Year-End Reflection

·         Review last year's goals:

·         Celebrate successes and learn from challenges.

Segment 2: Preparing for Next Year

·         College funding strategies.

·         Prioritize big projects...


Dec 8, 2023

Welcome to Savvy Up, your go-to for simplified financial insights. In today's episode, we're covering key year-end strategies for a financially sound future. Let's dive in!

Segment 1: Gifting for the Holidays – Smart Down Payments

As the holidays approach, clients consider unique gifts like down payments. We explore...