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Financial Planning

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Why You Need a Long-Term Care Strategy

Why You Need a Long-Term Care Strategy

Jul 21, 2014

Having a well thought out long-term care strategy is critical to the success of your retirement plan. I was recently...

Are You Ready For Your Mid-Year Financial Fitness Checkup?

Are You Ready For Your Mid-Year Financial Fitness Checkup?

Jul 14, 2014

Periodically measuring your progress can help you stay on track to achieve your goals. At the beginning of the year...

Why You Need to Consider Changes in Your Family Situation

Why You Need to Consider Changes in Your Family Situation

Jun 9, 2014

Consider the financial implications of changes in your family situation. June is the month when we typically turn our attention...

Planning a Vacation? Make Sure Your Insurance Coverage is Up to Date

Planning a Vacation? Make Sure Your Insurance Coverage is Up to Date

May 27, 2014

Having the appropriate insurance in place will give you peace of mind and contribute to a stress-free summer. Typically, this...

Retirement Planning for Women is Key

Retirement Planning for Women is Key

Apr 28, 2014

Careful planning and a long-term strategy can go a long way towards helping you achieve your retirement goals. Everyone faces...

Are You Sabotaging Your Financial Future?

Are You Sabotaging Your Financial Future?

Apr 7, 2014

Why Smart People Sometimes Make Poor Financial Decisions. Everyone wants to make smart financial decisions but unfortunately a lot of...

6 Reasons to Update Your Financial Strategy

6 Reasons to Update Your Financial Strategy

Feb 23, 2014

Update your strategy when you have a major life change to improve your success in achieving your financial goals. You...

9 Steps to Becoming Financially Fit in 2014-Part 6 of 6

9 Steps to Becoming Financially Fit in 2014-Part 6 of 6

Feb 17, 2014

By staying informed and engaged, you can empower yourself with the knowledge to make good financial decisions. Over the past...

9 Steps to Becoming Financially Fit in 2014-Part 5 of 6

9 Steps to Becoming Financially Fit in 2014-Part 5 of 6

Feb 10, 2014

Work with a professional that is giving you advice based on what’s best for you.  Step 6:  Meet with a...

9 Steps to Becoming Financially Fit in 2014-Part 4 of 6

9 Steps to Becoming Financially Fit in 2014-Part 4 of 6

Feb 3, 2014

One way to simplify your life is to eliminate the clutter by organizing your files and record-keeping.  Step 5 Organize...

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Pamela Plick is a registered investment adviser with her principal place of business in the State of California. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as Pamela Plick’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

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  • Home
  • Meet Pamela
  • Work With Pamela
    • Money Coaching
    • Financial Planning
    • Wealth Management
  • Money Type Quiz
    • Money Type Quiz
    • The Eight Money Archetypes
  • Community
    • Rise to Your MONEY POWER
  • Speaking & Media
    • Speaking
    • Media
  • Books
    • Rise to Your Money Power
    • Complimentary Book Materials
    • Join our FREE and private Facebook Community
  • Blog
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