Finance

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Prepared for the Unexpected

    Prepared for the Unexpected: A Gift of Love and Peace By Melinda Adams, Financial Advisor, CEPA®     This past 4th of July weekend, Central Texas was hit with devastating flash floods. In a matter of moments, lives were lost, homes were destroyed, and families were left to ...

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She Holds the Future

    Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA®   This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening ...

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Financial Freshness

Spring Into Financial Freshness A Season to Reimagine What’s Possible By Melinda Adams, Financial Advisor, CEPA®   Spring is a season of renewal, a time to refresh our homes, our routines, and—most importantly—our mindset. What if this spring, instead of just organizing closets, you took a fresh look at your ...

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Shape Your Destiny

  Turning Today’s Decisions into Tomorrow’s Success By Melinda Adams, Financial Advisor, CEPA   Have you ever paused to imagine your life 10, 20, or even 30 years from now? What kind of life will you be living? The choices you make today are shaping your future self—so why not ...

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Living with Purpose

  Building a Life Around Your Goals and Dreams By Melinda Adams, Financial Advisor, CEPA   What does it mean to live life to the fullest? For me, the answer became crystal clear this year celebrating my 50th trip around the sun. Turning 50 wasn’t just about reaching a milestone; ...

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