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Watch On YouTube Confused about the difference between the Child Tax Credit (CTC) and the Additional Child Tax Credit (ACTC)? 🤔 You're not alone. This short breaks down the Simple, two-stage benefit that can reduce your tax bill AND put money back in your pocket. A Sound tax strategy
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Watch On YouTube How much is the Child Tax Credit worth? 🤔 For 2024, it's up to $2,000 per child, but there's a strict age cutoff that catches many parents by surprise. For the full amount, your child must be under age 17 at the end
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Watch On YouTube Is your definition of "financial success" simply hitting a number? 📈 Our Financial Principles Worksheet helps you move beyond that limited view to uncover what truly matters. We ask questions like: "What must be true about your finances for you to feel peaceful and secure?
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Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your
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Watch On YouTube How do you view your financial plan? As a one-time product to be bought, or a living system to be stewarded through time? 🤔 This short reveals the key to long-term financial success: a mindset shift from "owning a plan" to "stewarding a constitution"
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Watch On YouTube Is your financial plan a static document that's quickly becoming obsolete? Or are you constantly "tinkering" with it based on every market headline? 😩 This is a common dilemma, but there's a better way. This short introduces our "Both/And"
shorts
Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your
shorts
Watch On YouTube Do you see financial security as a one-time event or an ongoing, dynamic process? Your answer is key to finding the right financial professional. This short introduces the concept of a "Living Constitution", a financial strategy that is both durable and dynamic. A long-term advisory
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Watch On YouTube How can you tell if a financial professional is a product vendor or a life-plan steward? It all comes down to their process and long-term service model. This short gives you three constitutional questions to ask in your very first meeting to reveal an advisor's
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Watch On YouTube When you're searching for a financial professional, are you looking for a quick, one-time answer or a long-term advisory partnership? 🤔 The most critical decision in your financial journey is distinguishing between a product-centric vendor and a vision-centric steward. This is the foundation for choosing the
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Watch On YouTube Does your financial plan gather dust, quickly becoming obsolete? Or are you constantly changing it based on every market headline? 😩 Both are common "either/or" traps that lead to stress and poor outcomes. 🗓️ This short introduces the constitutional "Both/And" solution: creating a
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Watch On YouTube When you think of managing risk, does your mind immediately jump to insurance? 🤔 Most people are trapped in an "either/or" dilemma: either buy an insurance policy for everything, or simply "hope for the best." But that’s a dangerously limited view. 🛡️ This