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I have never had a Makeover family that was as focused as Bridgid and Jim. Every month they are making significant strides to reduce debt and increase savings. They both have that “CAN DO” attitude. The contest is half over and they want to sprint to the finish line. Jim & Bridgid said that “If we get that military BOOT CAMP attitude, we can make some huge changes that will positively affect the rest of our lives. We met with Brian Geary the VP of Business Services here at CommunityAmerica, and he gave Bridgid some good ideas about putting together a business plan for her Irish Dance school. Brian offered to continue working with her to get the plan all polished up. So, when she is ready to get started she will know exactly financially what she will need to do to help her succeed. She would like to get it open and going this year. They do have a small budget leak, “The Summer Wedding” of some friends. This is the type of leak that cannot be avoided. However there are ways to be frugal. One is, do not stay at the wedding event hotel. These are usually the nicer, more expensive place to stay and there always seems to be a less expensive hotel nearby. Driving to the locale instead of flying, if that is an option, is another way to avoid piling on the expenses.
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Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. CommunityAmerica Credit Union is affiliated with CFS. Financial Advisors are employees of CommunityAmerica Credit Union and registered through CFS. (Member FINRA/SIPC)
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by Charlie Walker, June 1, 2010 at 9:39 AM | Add a Comment |
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