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What Issues Should You Consider if You Experience a Sudden Wealth Event?
Sudden wealth typically comes from an inheritance. Regardless of its size, you should work through this checklist before investing.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Cash Flow?
Tracking your cash flow is how you build for the future. This checklist asks most of the questions needed to review your cash flow.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider When Funding an Unexpected Expense?
Research all your options when it comes to covering an unexpected expense. It does not always need to result in putting it on a credit card.

Derick Coffey
Jan 1, 20241 min read
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Establishing and Maintaining Your Emergency Fund
An emergency fund is your first line of defense against the unexpected. Have a plan to fund and maintain your emergency fund.

Derick Coffey
Jan 1, 20241 min read
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