Universal Planning & Insurance

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Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

5 ways caregivers can prioritize their well-being

5 ways caregivers can prioritize their well-being

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

 

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The connection between gratitude and money

Gratitude may play a part in the relationship between mental and financial wellness

5 ways caregivers can prioritize their well-being

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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