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The Suburbanite
Providing answers for every area of financial and legal life.
Looking Back on 2013 and Looking Forward in 2014
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About this blog
By Dee Siegferth
When it comes to financial and estate planning, Dee believes the entire process revolves around the person and their specific situation. She believes that it is important to develop the right investment, retirement, insurance, asset protection and ...
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When it comes to financial and estate planning, Dee believes the entire process revolves around the person and their specific situation. She believes that it is important to develop the right investment, retirement, insurance, asset protection and estate plan for each individual client.
Recent Posts
July 8, 2014 12:25 p.m.
June 25, 2014 12:30 p.m.
June 19, 2014 6:25 a.m.
June 10, 2014 12:25 p.m.
June 3, 2014 12:30 p.m.
Jan. 13, 2014 6:29 p.m.

January certainly came in with a bang!   Below freezing temperatures and chill factors may have allowed some of us to stay home and enjoy being inside, while others had no choice but to attempt to go to work.



If you have been reading my blog posts, you know that I read Stephen Covey’s book “First Things First” every year. You know I write my 2014 intent --the three things that matter to me first and then the plan for how to focus on them. As I finished my three things, I realized that they were the same three things I wrote down last year for my personal list.



This year, after reviewing “First Things First,” I am challenged to write down three things that matter the most to me and focus knowing that doing what matters is most important for 2014.



As you look back on 2013, were you able to focus on the three things that matter most to you?   If not--you are not alone. It is human nature to get caught up in work, home, family, technology, or other distractions and not focus on what really matters to us.



When I speak to groups about the importance of protection from unforeseen events, I speak about them making sure they have safe money and completed important documents that express their wishes. I am surprised to find most do not have the documents in place.



At least half of the people take action by setting an appointment to get their documents and plans completed.



 Together let's take the 2014 challenge to put “First Things First” and focus on the three things that matter most each day, month and year.



Dee



dee@themilestonecenter.com



www.themilestonecenter.com







Reference to:    First Things First, by Stephen R. Covey, published by Simon & Schuster, copyright 1994.



Securities offered through Wall Street Strategies, Inc. 362 N. Main Street Huron, OH 44839 (419) 433-5291 Member FINRA & SIPC

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