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Our team name, Beyond Finance, was chosen for a reason. We know everyone has interests other than market returns and retirement planning- we do, too!  In this section, you may find members of our team sharing personal stories, photos, events, or celebrations.  Perhaps we will throw in a fun quiz to test your knowledge on a random topic.  If you've heard us mention "Personal Living Legacy" and are interested in learning more, we will be adding on-going articles and information that we hope will encourage families to capture those important memories for future generations. After all, don't we all want to be remembered for more than our financial portfolios?

Tuesday, January 3, 2023

The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here’s the thing – setting and...

Monday, August 29, 2022

If you have school-age children, you know about the hectic morning routines that make launching a rocket into space look easy. We found some online tips for getting everyone out of the house on time. Some are interesting and a bit comical.