Monthly Archives: July 2014

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THE THREE-YEAR REVIEW AND THE THREE-YEAR PLAN

Review your life's circumstances from three years ago. Think about what you knew and what you didn't know about managing your wealth. What were the top five lessons you learned? How have your views about money and wealth changed? Given all that, where do you want to be financially in three years? Think about how [...]

2017-11-20T15:27:31+00:00 July 7th, 2014|