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5 Strategies for Keeping a Healthy Perspective on Your Investment Portfolio

5 Strategies for Keeping a Healthy Perspective on Your Investment Portfolio

Jun 16, 2014

Keeping a healthy perspective on your portfolio allows you to focus on what you can control which is a key...

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...

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 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 3 of 6

9 Steps to Becoming Financially Fit in 2014-Part 3 of 6

Jan 27, 2014

The most important step towards becoming financially fit is to set clear financial goals.   Step 4 Set Clear Financial...

Retirement Planning for Women is Key

Retirement Planning for Women is Key

Jan 3, 2014

Everyone faces challenges in achieving their long term financial goals, such as a successful retirement. But women seem to have...

5 Financial Mistakes Women Should Avoid

5 Financial Mistakes Women Should Avoid

Dec 10, 2013

     We all know that women have unique financial needs and experience obstacles in achieving their financial goals. However, there...

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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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© 2023 · Pamela Plick | Certified Financial Planner | Certified Money Coach | Author. Check the background of this financial professional on FINRA's BrokerCheck

  • 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
  • Rise to Your MONEY POWER TV SHOW
  • Speaking & Podcasts
    • Speaking
    • Podcasts & Media
  • Books
    • Rise to Your Money Power
    • Complimentary Book Materials
    • Join our FREE and private Facebook Community
  • Blog
  • Contact