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Financial Planning Basics: Creating and Maintaining a Budget
Stonestreet Financial, Inc. | Aug 1, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Finance
Savings
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Asset Allocation and Risk Allocation
Stonestreet Financial, Inc. | Jul 1, 2022

Asset Allocation and Risk Allocation

Investments
Risk Management
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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What to Do With with a Sudden Windfall
Stonestreet Financial, Inc. | Jun 1, 2022

What to Do With with a Sudden Windfall

Finance
Lifestyle
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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