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Financially speaking: Success is achieved by creating good habits

Troy Record
 2021-09-12

Cover picture for the articleA client recently called and asked if one of his children might be able to meet with us concerning their financial future. His son had finished his education this past May and taken a position with a local company. The client went on to say that his son was not that well versed in the financial world and asked us to provide some ideas or rules that might help him accumulate wealth. We certainly have had these requests before but thought it timely to put our thoughts into writing.

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