An Overview of Our Financial Reviews: Understanding the Six Pillars
When engaging with professionals across various fields, such as Taxes, Financial, Medical, Law, and Insurance, it's often challenging to...
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Timothy Clifford
Feb 154 min read
The Three Filter Approach: Simplifying Major Financial Decisions
These three customized filters are intended to help you make financial decisions more quickly and with better results. These filters have...
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Timothy Clifford
Feb 76 min read
Navigating Risk Management: A comprehensive look at different types of financial risks and how to reduce them effectively in your financial plan.
Your ultimate guide to financial risk management: Discover strategies to identify and reduce potential risks in your financial journey.
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Timothy Clifford
Jan 16 min read
Financial Planning For Achieving Financial Success in 2024
Financial Planning For Achieving Financial Success in 2024 As we step into 2024, financial planning becomes more crucial than ever in the...
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Timothy Clifford
Dec 27, 20236 min read
Mastering Asset Allocation
Understanding the art of asset allocation and how it can optimize your investment portfolio for long-term growth. Introduction A key idea...
58 views
Timothy Clifford
Dec 26, 20235 min read
The Importance of Retirement Planning
Exploring the Significance of Early Retirement Planning and Strategies to Ensure a Financially Secure Retirement Retirement planning is...
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Timothy Clifford
Dec 26, 20237 min read
Diversification Strategies for Wealth Grow
Diversification Strategies for Wealth Growth: Delving into the concept of diversification and its role in spreading risk & enhancing...
38 views
Timothy Clifford
Dec 26, 20237 min read
Retirement Savings Plans and Income Streams
Discussing various retirement savings Plans options like 401(k)s, IRAs, and pensions and how they can provide a steady income during...
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Timothy Clifford
Dec 25, 20236 min read
Tax-Efficient Investing: Strategies to Minimize Tax Liabilities While Investing, Including the Benefits of Tax-Advantaged Accounts
Tax-efficient investing is a strategy that focuses on maximizing after-tax investment returns. It's not just about the returns you earn...
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Timothy Clifford
Dec 22, 20232 min read
2023 Year in Review: AI, Market Stability, and Looking Ahead to 2024
As we approach the end of 2023, I want to reflect on the past year and consider what 2024 may bring. In this year-end message, we will go...
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Timothy Clifford
Dec 15, 20235 min read
Strategic Asset Allocation: A Comprehensive Guide by PlanAssist
Welcome to PlanAssist's insights into strategic asset allocation, a cornerstone of prudent financial planning. In this guide, we delve...
54 views0 comments
Timothy Clifford
Dec 13, 20236 min read
Mastering Retirement Planning: Smart Strategies for Every Age
Introduction to Retirement Planning Welcome to the world of retirement planning, where foresight and strategy can turn your golden years...
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Timothy Clifford
Dec 13, 20236 min read
Financial Roadmap: A Clear Guideline For Your Financial Goals
Financial Roadmap: A Clear Guideline For Your Financial Goals A financial roadmap is a plan that can help an individual's or a family's...
72 views
Timothy Clifford
Oct 11, 20232 min read
The Chessboard of Finance: Mastering Emotional and Strategic Moves for Long-Term Success
Introduction Financial success and chess mastery share more similarities than one might initially believe. Both engage participants in a...
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Timothy Clifford
Sep 11, 20232 min read
Past Meets Present: Charting Financial Success Through Timeless Principles
In October 1974, Time Magazine's cover boldly proclaimed, "Trying to Fight Back: Inflation, Recession, Oil." This sentiment could very...
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Timothy Clifford
Aug 31, 20232 min read
Why Your Personal Finances Are Like Running a Business
There are striking similarities between managing a business and managing personal finances, even though people often resist the...
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Timothy Clifford
Aug 24, 20233 min read
The Real Drivers of Wealth: A Financial Advisor's Reflections
How pivotal is the role of Financial Advisors in assisting clients to accumulate wealth? Although I once strongly believed in our...
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Timothy Clifford
Aug 23, 20233 min read
Harnessing Accountability: The Emotional, Practical, and Mathematical Path to Financial Prosperity
Accountability stands as a crucial determinant of financial success. It comes from numerous sources, ranging from spouses and credit...
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Timothy Clifford
Aug 6, 20233 min read
Navigating Your Financial Journey: A Strategic Guide to Reports, Investments, and Risk Assessment
Let's examine the three key components of a financial plan and understand why they are important. Each component functions independently,...
27 views
Timothy Clifford
Aug 5, 20232 min read
Why a Diversified Portfolio of Multinational Companies May Be Preferable to Gold
A diversified portfolio of multinational companies like Coca-Cola, Procter & Gamble, Nestle, Exxon, Microsoft, Apple, and many more...
23 views0 comments
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