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Take a deep dive into financial confidence with the help of basic yet powerful insights into money management, investments and retirement planning. With easy-to-understand language and real-life examples, these books will equip you with the skills to make informed financial decisions.

June 2025

By Lee Perkins | June 6, 2025

As the official start of summer gets closer, it’s a perfect time to reflect on what truly brings joy and fulfillment to our lives. News on TV isn’t really what […]

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May 2025

By Lee Perkins | May 29, 2025

Last year we introduced the Perks Champions Club as a way to thank our clients who referred someone to us, and also honor new clients that joined our client family […]

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