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Blog

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Charles Wray | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Charles Wray | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Charles Wray | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Charles Wray | Aug 30, 2024

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Charles Wray | Aug 28, 2024

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Charles Wray | Aug 26, 2024

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Charles Wray | Aug 23, 2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Charles Wray | Aug 21, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Charles Wray | Aug 19, 2024

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Charles Wray | Aug 16, 2024

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Charles Wray | Aug 14, 2024

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Charles Wray | Aug 12, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Our Office

6895 Lake St. Louis Boulevard,
Lake St Louis, MO  63367

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E: team@vinewm.com
P: 636-561-5559

     

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Cornerstone Wealth Management, a Registered Investment Advisor. Cornerstone Wealth Management and Vine Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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