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    Home » Blog

    What is Your Biggest Asset?

    Sandeep N SettyJanuary 14, 2024

    You are the foundation upon which your estate and family’s future are built. Ask yourself: what holds more value—your possessions…

    Some Mistakes Are Avoidable: Navigating Financial Pitfalls

    Sandeep N SettyJanuary 10, 2024

    Did you know that chocolate chip cookies were discovered by accident? That delightful mistake reminds us that while errors can…

    A Conversation on Exit and Succession Planning: Insights and Advice

    Sandeep N SettyJanuary 2, 2024

    Last week, I had a deep and enlightening conversation with a client who was genuinely concerned about the future of…

    The Strength in Asking for Help: A Financial Planner’s Perspective

    Sandeep N SettyApril 13, 2023

    Have you ever hesitated to ask for help? At some point, most of us have. In our daily lives, we…

    5 Investing Tips for Beginners: Building a Solid Foundation

    Sandeep N SettyFebruary 16, 2023

    Investing can often seem overwhelming, especially when you’re just starting out. Even among experienced investors, few consistently achieve great returns…

    A Different Approach to Personal and Corporate Money Management

    Sandeep N SettyDecember 10, 2022

    When it comes to managing money, two distinct approaches often emerge—one taught in personal finance courses and another in corporate…

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