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Make More Spend Less

A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 2: “Make More, Spend Less” Watch a recording of our 04/21/2021 webcast A topic everyone likes to talk about: Increasing Income.  A topic no one wants to really talk...

Muhlenkamp Memorandums, 2020

The Muhlenkamp Memorandums are published quarterly. We encourage you to read our articles for insights to assist you with financial and estate planning and saving for education and retirement. MEMORANDUM 136 – October 2020 In their Quarterly Letter, Jeff and Ron...

2020 Changed Perspectives on Spending Money

Looking back on 2020 is useful ONLY if we use what we have as we look forward. What mistakes were made and can be avoided? What opportunities did we find, or did we miss? What assumptions about spending, saving, and investing were challenged and proved to be true, or...