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Savings Tips for 2021

1/14/2021

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​2021 is finally here!  We all tend to feel like we are starting with a clean slate as we kick off the new year.   It feels like a new beginning...

From a financial perspective, it is a great time to take stock of your family’s current savings plan and ask yourself if there is room to save more or if you are missing opportunities to save in a  more tax-efficient way.  Here are a few of our favorite tips that are often overlooked.


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Financial Planning...the Road Map to Investing

8/6/2019

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​Would you build a house without architectural plans?  Would you take an extended road trip without GPS?  Yet we often invest our money without a strategy (roadmap) in mind. When we generalize goals over longer time horizons, we have no idea if they are realistic or if we are on track to accomplish them in a time frame that we have in mind.  Instead we live in fear that things won’t work out the way we hope they will.  What’s wrong with that? 

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    Jenifer Aronson is the Founder of Mosaic Fi.

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Mosaic Fi, LLC
250 Parkway Drive, Suite 150
Lincolnshire, Illinois 60069

(773) 425-6790
  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guides
    • Insights
    • Events
  • Jenifer's Blog
  • Contact